Civic Intelligence

Daniel Webster PTA

EIN 94-6174739 • 501(c)3 • Daly City, CA

Profile

EDUCATIONAL PURPOSES

425 El Dorado DriveDaly City, CA 94015

n/A

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 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

90th percentile

69%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

57%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$28,960

Up $11,864 (+69%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$28,960

Up $11,864 (+69%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin89th percentile

Revenue

Up

$24,757

Up $8,949 (+57%) from 2023

Expenses

Down

$12,893

Down $2,827 (-18%) from 2023

Net Income

Up

$11,864

Up $11,776 (+13382%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$30K$20K$10K$0Assets 2011: $10,271Liabilities 2011: $02011Assets 2012: $6,575Liabilities 2012: $02012Assets 2013: $11,195Liabilities 2013: $02013Assets 2014: $7,811Liabilities 2014: $02014Assets 2015: $23,528Liabilities 2015: $02015Assets 2016: $22,183Liabilities 2016: $02016Assets 2017: $18,120Liabilities 2017: $02017Assets 2018: $21,016Liabilities 2018: $02018Assets 2019: $7,505Liabilities 2019: $02019Assets 2020: $10,328Liabilities 2020: $02020Assets 2022: $17,008Net Assets 2022: $17,0082022Assets 2023: $17,096Liabilities 2023: $0Net Assets 2023: $17,0962023Assets 2024: $28,960Net Assets 2024: $28,9602024

Highlighted filing

2024

Assets$28,960
Liabilities-
Net Assets$28,960
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $29,991Expenses 2011: $35,882Net Income 2011: -$5,8912011Revenue 2012: $37,793Expenses 2012: $41,489Net Income 2012: -$3,6962012Revenue 2013: $45,016Expenses 2013: $40,396Net Income 2013: $4,6202013Revenue 2014: $30,812Expenses 2014: $34,196Net Income 2014: -$3,3842014Revenue 2015: $50,622Expenses 2015: $34,945Net Income 2015: $15,6772015Revenue 2016: $39,928Expenses 2016: $41,273Net Income 2016: -$1,3452016Revenue 2017: $34,857Expenses 2017: $38,920Net Income 2017: -$4,0632017Revenue 2018: $42,764Expenses 2018: $39,868Net Income 2018: $2,8962018Revenue 2019: $20,947Expenses 2019: $34,458Net Income 2019: -$13,5112019Revenue 2020: $25,911Expenses 2020: $23,088Net Income 2020: $2,8232020Revenue 2022: $21,890Expenses 2022: $12,417Net Income 2022: $9,4732022Revenue 2023: $15,808Expenses 2023: $15,720Net Income 2023: $882023Revenue 2024: $24,757Expenses 2024: $12,893Net Income 2024: $11,8642024

Highlighted filing

2024

Revenue$24,757
Expenses$12,893
Net Income$11,864
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,960
Liabilities
-
Net assets
$28,960
Revenue
$24,757
Expenses
$12,893
Net income
$11,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.0$29.0$24.8$12.9$11.9
2023Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$15.8$15.7$0.09
2022Detailed filing. Detailed filing data is available for this year.$17.0$17.0$21.9$12.4$9.47
2020Summary only. Only limited summary data is available for this year.$10.3$0.00$25.9$23.1$2.82
2019Summary only. Only limited summary data is available for this year.$7.51$0.00$20.9$34.5$13.5
2018Summary only. Only limited summary data is available for this year.$21.0$0.00$42.8$39.9$2.90
2017Summary only. Only limited summary data is available for this year.$18.1$0.00$34.9$38.9$4.06
2016Summary only. Only limited summary data is available for this year.$22.2$0.00$39.9$41.3$1.35
2015Summary only. Only limited summary data is available for this year.$23.5$0.00$50.6$34.9$15.7
2014Summary only. Only limited summary data is available for this year.$7.81$0.00$30.8$34.2$3.38
2013Summary only. Only limited summary data is available for this year.$11.2$0.00$45.0$40.4$4.62
2012Summary only. Only limited summary data is available for this year.$6.58$0.00$37.8$41.5$3.70
2011Summary only. Only limited summary data is available for this year.$10.3$0.00$30.0$35.9$5.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$50,728
Mission and Program Overview

Mission

EDUCATIONAL PURPOSES

Program Services

DescriptionGrantsExpenses
OUTDOOR EDUCATION WEEKLONG CAMPING EXPERIENCE FOR FITH GRADE STUDENTS (40) STUDENTS-$5,428
STUDENTS, STAFF AND VOLUNTEERS RECOGNITION FOR COMMUNITY AND SHOOL SERVICES (APPROXIMATELY 255 PEOPLE)-$2,704
OTHER PROGRAM SERVICES (DESCRIBE IN SHCEDULE O)-$2,014
PARENT COMMUNICATION - FOLDERS FOR 342 STUDENTS TO BRING HOME HOMEWORKS AND NITICES-$1,024
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERMEL AUREPta PresidentPT$0--
ROCEHELLE YUENHonorary Vice Presid-$0--
ELLEN HOLLANDERSecretaryPT$0--
JENNIFERJAVIER ALIFinancial Secretary-$0--
DIANA GONALITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Daniel Webster Pta
EIN
94-6174739
Phone
6509911222
Address
425 EL DORADO DRIVE, Daly City, CA 94015

Signing Officer

Name
Diana Donati
Title
Treasurer
Phone
6509911222
Signed
2024-11-13
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 105F, KANSAS CITY, MO 64108
Preparer
Binh Nguyen
Phone
8004725625
Supplemental Narrative

Additional Explanations

PART 1 LINE 10 GRANT AND SIMILAR AMOUNTS PAID $565

“Payments of predetermined quota support to counsil state and national pta organizations”

PART 1 LINE 16 OTHER EXPENSES $599

“Insurance premiums ($282) membership envelopes ($15), e-file federal return ($277), cas charitable trust ($25)”

PART III PROGRAM SERVICES $2,782

“School safety ($800), field trips ($370), speaker and microphones for use during assemblies and programs ($769), testing snacks ($522), classroom materials ($75)m 5th grade activities ($246)”

Raw XML Appendix146 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DIANA DONATI
IRS990EZ/BooksInCareOfDetail/PhoneNum06509911222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0425 EL DORADO DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Daly City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094015
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017096
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028960
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024757
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011864
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011729
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017096
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028960
IRS990EZ/FundraisingGrossIncomeAmt025971
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0565
IRS990EZ/GrossReceiptsAmt050728
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017096
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028960
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017096
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028960
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JERMEL AURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROCEHELLE YUEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLEN HOLLANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFERJAVIER ALI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIANA GONALI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PTA PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1HONORARY VICE PRESID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0599
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUTDOOR EDUCATION WEEKLONG CAMPING EXPERIENCE FOR FITH GRADE STUDENTS (40) STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENTS, STAFF AND VOLUNTEERS RECOGNITION FOR COMMUNITY AND SHOOL SERVICES (APPROXIMATELY 255 PEOPLE)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PARENT COMMUNICATION - FOLDERS FOR 342 STUDENTS TO BRING HOME HOMEWORKS AND NITICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAM SERVICES (DESCRIBE IN SHCEDULE O)
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05428
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12704
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21024
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32014
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025971
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012893
IRS990EZ/TotalProgramServiceExpensesAmt011170
IRS990EZ/TotalRevenueAmt024757
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt086585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025971
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt032007
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0111333
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt04152
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04152
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0202070
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053897
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052973
IRS990ScheduleA/Total509Grp/TotalAmt0202070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041031
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053897
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052973
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0202070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAYMENTS OF PREDETERMINED QUOTA SUPPORT TO COUNSIL STATE AND NATIONAL PTA ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE PREMIUMS ($282) MEMBERSHIP ENVELOPES ($15), E-FILE FEDERAL RETURN ($277), CAS CHARITABLE TRUST ($25)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL SAFETY ($800), FIELD TRIPS ($370), SPEAKER AND MICROPHONES FOR USE DURING ASSEMBLIES AND PROGRAMS ($769), TESTING SNACKS ($522), CLASSROOM MATERIALS ($75)M 5TH GRADE ACTIVITIES ($246)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 10 GRANT AND SIMILAR AMOUNTS PAID $565
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16 OTHER EXPENSES $599
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART III PROGRAM SERVICES $2,782
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA DONATI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06509911222
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL WEBSTER PTA
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0946174739
ReturnHeader/Filer/PhoneNum06509911222
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 EL DORADO DRIVE
ReturnHeader/Filer/USAddress/CityNm0Daly City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094015
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 105F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064108
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Binh Nguyen
ReturnHeader/ReturnTs02024-11-13T20:18:38Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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