Civic Intelligence

PTA California Congress of Parents Teachers & Students

990EZ • Fiscal year 2016 • EIN 94-6174544

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$50,466

Up $7,344 (+17%) from 2015

Net Assets

Up

$50,466

Up $7,344 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin75th percentile

Revenue

Up

$40,855

Up $7,294 (+22%) from 2015

Expenses

Up

$33,511

Up $25,320 (+309%) from 2015

Net Income

Down

$7,344

Down $18,026 (-71%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2016

Assets$50,466
Liabilities$0
Net Assets$50,466
Open 2016 Filing

Operations Trend

Revenue Growth74th 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

2016

Revenue$40,855
Expenses$33,511
Net Income$7,344
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$40,855
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.$18,750-
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.$11,247-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOLLY REIDYSecretary-$0--
JAMIE GUBMANPresident-$0--
JOSH DUTSONTreasurer-$0--
KIM HARDMANFundraising-$0--
DANNY SHIHAuditor-$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
Thomas Morgan
Title
Treasurer
Signed
2017-05-15
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
6503495678
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $873”

Other Expenses.1

“Fundraising expenses $11247”

Other Expenses.2

“Classroom expenses $10096”

Other Expenses.3

“Program service expenses $6518”

Other Expenses.4

“OPERATING EXPENSE $2415”

Other Expenses.5

“EARMARKED EXPENSES $2136”

Other Expenses.6

“Communication expense $226”

Raw XML Appendix170 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
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043122
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MOLLY REIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE GUBMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSH DUTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM HARDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANNY SHIH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP CHR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033511
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/ProgramServiceRevenueAmt032566
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.
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011247
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt029997
IRS990EZ/TotalRevenueAmt040855
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013440
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032566
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt024732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0183517
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0196957
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt025435
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050138
IRS990ScheduleA/Total509Grp/TotalAmt0196957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040828
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050138
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0196957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES $11247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM EXPENSES $10096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM SERVICE EXPENSES $6518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATING EXPENSE $2415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EARMARKED EXPENSES $2136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNICATION EXPENSE $226
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Morgan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
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/PhoneNum06503495678
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL H GLUCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T09:34:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,466
Liabilities
$0
Net assets
$50,466
Revenue
$40,855
Expenses
$33,511
Net income
$7,344
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