Civic Intelligence

PTA California Congress of Parents Teachers & Students

990EZ • Fiscal year 2015 • EIN 94-6174544

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 19, 2016

Organization ProfileN/A
1031 S Delaware StreetSan Mateo, CA 94402

(650) 312-7599

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

88th percentile

71%

Faster asset growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$43,122

Up $17,860 (+71%) from 2014

Net Assets

Up

$43,122

Up $17,860 (+71%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin96th percentile

Revenue

Down

$33,561

Down $13,450 (-29%) from 2014

Expenses

Down

$8,191

Down $37,601 (-82%) from 2014

Net Income

Up

$25,370

Up $24,151 (+1981%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$60K$40K$20K$0Assets 2011: $11,953Liabilities 2011: $02011Assets 2012: $14,998Net Assets 2012: $14,9982012Assets 2013: $8,692Liabilities 2013: $0Net Assets 2013: $8,6922013Assets 2014: $25,262Liabilities 2014: $0Net Assets 2014: $25,2622014Assets 2015: $43,122Liabilities 2015: $0Net Assets 2015: $43,1222015Assets 2016: $50,466Liabilities 2016: $0Net Assets 2016: $50,4662016

Highlighted filing

2015

Assets$43,122
Liabilities$0
Net Assets$43,122
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $22,474Expenses 2011: $20,907Net Income 2011: $1,5672011Revenue 2012: $52,881Expenses 2012: $50,037Net Income 2012: $2,8442012Revenue 2013: $25,435Expenses 2013: $31,741Net Income 2013: -$6,3062013Revenue 2014: $47,011Expenses 2014: $45,792Net Income 2014: $1,2192014Revenue 2015: $33,561Expenses 2015: $8,191Net Income 2015: $25,3702015Revenue 2016: $40,855Expenses 2016: $33,511Net Income 2016: $7,3442016

Highlighted filing

2015

Revenue$33,561
Expenses$8,191
Net Income$25,370
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 19, 2016
Return Version
2014v6.0
Gross Receipts
$33,561
Mission and Program Overview

Mission

To provided educational enrichment programs, teacher and student support, and community/public involvement where budgets have been cut to enhance the academic experience for all students in public education in the community.

Program Services

DescriptionGrantsExpenses
SCHOOL SUPPORT: TO PROVIDE SUPPORT FOR TEACHER AND ADMINISTRATION STAFF NEEDED BY THE SCHOOL THAT FINANCIALLY STRAPPED SCHOOL DISTRICTS CANNOT AFFORD TO PAY FOR BASED ON LIMITED SCHOOL BUDGETS AND STUDENT NEEDS.$5,182-
FUNDRAISING PROGRAMS: TO PROVIDE FUNDRAISING ACTIVITIES TO FUND EDUCATIONAL ENRICHMENT PROGRAMS, ART INSTRUCTION, EDUCATIONAL ASSEMBLIES, FIELD TRIPS, FIFTH-GRADE GRADUATION ACTIVITIES, SITE AND STAFF SUPPORT, ADDITIONAL SUPPLIES, ETC NEEDED BY THE SCHOOL THAT FINANCIALLY STRAPPED SCHOOL DISTRICTS CANNOT AFFORD TO PAY FOR BASED ON LIMITED BUDGETS AND STUDENT NEEDS.$658-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOLLY REIDYPresident-$0--
JAMIE GUBMANSecretary-$0--
DANNY SHIHTreasurer-$0--
CATHY BECERRAVP Fundraising-$0--
JENNIFER WARNECo VP Fundraisi-$0--
MARIA RODRIGUEZMembership CHR-$0--
Filing and Contact Details

Filer

Filer Name
Sunnybrae Pta
EIN
94-6174544
Phone
6503127599
Address
1031 S DELAWARE STREET, SAN MATEO, CA 94402

Signing Officer

Name
Jennifer Thomas
Title
Treasurer
Signed
2016-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Goldberg Gluck & Associates CPAs LLP
Address
950 Tower Ln Ste 110, Foster City, CA 94404
Preparer
Samuel H Gluck CPA
Phone
6508379800
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $668”

Other Expenses.1

“CLASSROOM EXPENSES $4220”

Other Expenses.2

“OPERATING EXPENSE $1683”

Other Expenses.3

“Program service expenses $962”

Other Expenses.4

“Fundraising expenses $658”

Raw XML Appendix167 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/BooksInCareOfDetail/USAddress/CityNm0SAN MATEO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094402
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MOLLY REIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE GUBMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANNY SHIH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHY BECERRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER WARNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP CHR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-7510
IRS990EZ/OtherExpensesTotalAmt08191
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDED EDUCATIONAL ENRICHMENT PROGRAMS, TEACHER AND STUDENT SUPPORT, AND COMMUNITY/PUBLIC INVOLVEMENT WHERE BUDGETS HAVE BEEN CUT TO ENHANCE THE ACADEMIC EXPERIENCE FOR ALL STUDENTS IN PUBLIC EDUCATION IN THE COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt031820
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING PROGRAMS: TO PROVIDE FUNDRAISING ACTIVITIES TO FUND EDUCATIONAL ENRICHMENT PROGRAMS, ART INSTRUCTION, EDUCATIONAL ASSEMBLIES, FIELD TRIPS, FIFTH-GRADE GRADUATION ACTIVITIES, SITE AND STAFF SUPPORT, ADDITIONAL SUPPLIES, ETC NEEDED BY THE SCHOOL THAT FINANCIALLY STRAPPED SCHOOL DISTRICTS CANNOT AFFORD TO PAY FOR BASED ON LIMITED BUDGETS AND STUDENT NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL SUPPORT: TO PROVIDE SUPPORT FOR TEACHER AND ADMINISTRATION STAFF NEEDED BY THE SCHOOL THAT FINANCIALLY STRAPPED SCHOOL DISTRICTS CANNOT AFFORD TO PAY FOR BASED ON LIMITED SCHOOL BUDGETS AND STUDENT NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0658
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15182
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08191
IRS990EZ/TotalProgramServiceExpensesAmt05840
IRS990EZ/TotalRevenueAmt033561
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016543
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt045457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt048942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0193092
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0209635
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053506
IRS990ScheduleA/Total509Grp/TotalAmt0209635
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053506
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0209635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASSROOM EXPENSES $4220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OPERATING EXPENSE $1683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM SERVICE EXPENSES $962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDRAISING EXPENSES $658
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNNYBRAE PTA
ReturnHeader/Filer/BusinessNameControlTxt0SUNN
ReturnHeader/Filer/EIN0946174544
ReturnHeader/Filer/PhoneNum06503127599
ReturnHeader/Filer/USAddress/AddressLine1Txt01031 S DELAWARE STREET
ReturnHeader/Filer/USAddress/CityNm0SAN MATEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goldberg Gluck & Associates CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 Tower Ln Ste 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Foster City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094404
ReturnHeader/PreparerPersonGrp/PhoneNum06508379800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL H GLUCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-01-19T12:31:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,122
Liabilities
$0
Net assets
$43,122
Revenue
$33,561
Expenses
$8,191
Net income
$25,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$50.5$0.00$50.5$40.9$33.5$7.34
2015Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$33.6$8.19$25.4
2014Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$47.0$45.8$1.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.69$0.00$8.69$25.4$31.7$6.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$15.0$52.9$50.0$2.84
2011Summary only. Only limited summary data is available for this year.$12.0$0.00$22.5$20.9$1.57