Civic Intelligence

Woodside School PTA

990 • Fiscal year 2015 • EIN 94-6174839

Jul 01, 2014 to Jun 30, 2015 • Filed on May 10, 2016

3195 Woodside RoadWoodside, CA 94062

(650) 851-1571

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

70th percentile

15%

Higher net margin than 70% 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

58th percentile

6.7%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

95th percentile

136%

Faster revenue growth than 95% of similar nonprofits.

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

Assets

Up

$81,735

Up $5,163 (+6.7%) from 2014

Net Assets

Up

$81,735

Up $5,163 (+6.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$35,447

Up $20,400 (+136%) from 2014

Expenses

Down

$30,284

Down $10,079 (-25%) from 2014

Net Income

Up

$5,163

Up $30,479 (+120%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $98,994Liabilities 2011: $0Net Assets 2011: $98,9942011Assets 2012: $95,825Liabilities 2012: $0Net Assets 2012: $95,8252012Assets 2013: $101,888Liabilities 2013: $0Net Assets 2013: $101,8882013Assets 2014: $76,572Liabilities 2014: $0Net Assets 2014: $76,5722014Assets 2015: $81,735Liabilities 2015: $0Net Assets 2015: $81,7352015Assets 2016: $69,332Liabilities 2016: $0Net Assets 2016: $69,3322016Assets 2017: $60,558Liabilities 2017: $0Net Assets 2017: $60,5582017Assets 2018: $66,653Liabilities 2018: $0Net Assets 2018: $66,6532018Assets 2019: $79,921Liabilities 2019: $0Net Assets 2019: $79,9212019Assets 2020: $75,448Liabilities 2020: $0Net Assets 2020: $75,4482020Assets 2021: $82,694Liabilities 2021: $52Net Assets 2021: $82,6422021Assets 2022: $79,538Liabilities 2022: $52Net Assets 2022: $79,4862022Assets 2023: $48,591Liabilities 2023: $0Net Assets 2023: $48,5912023Assets 2024: $62,423Liabilities 2024: $0Net Assets 2024: $62,4232024Assets 2025: $67,907Liabilities 2025: $0Net Assets 2025: $67,9072025

Highlighted filing

2015

Assets$81,735
Liabilities$0
Net Assets$81,735

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $42,788Expenses 2011: $80,725Net Income 2011: -$37,9372011Revenue 2012: $35,878Expenses 2012: $39,047Net Income 2012: -$3,1692012Revenue 2013: $35,242Expenses 2013: $29,179Net Income 2013: $6,0632013Revenue 2014: $15,047Expenses 2014: $40,363Net Income 2014: -$25,3162014Revenue 2015: $35,447Expenses 2015: $30,284Net Income 2015: $5,1632015Revenue 2016: $28,054Expenses 2016: $40,457Net Income 2016: -$12,4032016Revenue 2017: $26,148Expenses 2017: $34,922Net Income 2017: -$8,7742017Revenue 2018: $35,835Expenses 2018: $29,740Net Income 2018: $6,0952018Revenue 2019: $37,877Expenses 2019: $24,609Net Income 2019: $13,2682019Revenue 2020: $21,347Expenses 2020: $25,820Net Income 2020: -$4,4732020Revenue 2021: $15,657Expenses 2021: $8,602Net Income 2021: $7,0552021Revenue 2022: $20,569Expenses 2022: $23,686Net Income 2022: -$3,1172022Revenue 2023: $22,016Expenses 2023: $48,374Net Income 2023: -$26,3582023Revenue 2024: $44,674Expenses 2024: $30,842Net Income 2024: $13,8322024Revenue 2025: $39,308Expenses 2025: $33,824Net Income 2025: $5,4842025

Highlighted filing

2015

Revenue$35,447
Expenses$30,284
Net Income$5,163
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 10, 2016
Return Version
2014v6.0
Gross Receipts
$185,543
Mission and Program Overview

Mission

To provide educational enrichment, teacher and student support, and community and public involvement to woodside elementary school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$66,913$77,369▲ $10,456
Inventories for Sale or Use$4,481$3,073▼ $1,408
Accounts Receivable$5,178$1,293▼ $3,885
Total Assets$76,572$81,735▲ $5,163
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$76,572$81,735▲ $5,163
Total Net Assets Fund Balance$76,572$81,735▲ $5,163
Total Liabilities and Net Assets / Fund Balance$76,572$81,735▲ $5,163
Compensation and Service Providers

Board Members and Trustees

NameTitle
Claire NicholsPresident
Kari DahebExecutive Vice President
Julie LevensonAssistant Treasurer
Amberlee ButlerAuditor
Dee SimonelliFinancial Secretary
Jane GlanvilleHistorian
Susan DohertySecretary
Jennifer ZweigStudent Program Assistance
Dana MeadeTreasurer
Devon KohlerVP/community Events
Tricia SchoenbaumVP/fundraising
Lisa PutnamVP/green Committee
Nicole MacnaughtonVP/hospitality
Natalie CalcagnoVP/parent Education
Kate MullerVP/room Parents
Justine ScottVP/student Programs
Cindy GoldbergWebmaster
Revenue and Support

Revenue Composition

Contributions and Grants
$2,190
Program Service Revenue
$6,120
Investment Income
$0
Other Revenue
$27,137
All Other Contributions
$2,190
Change in Net Assets
$5,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,784
Grants and Similar Amounts Paid$10,500
Total Fundraising Expense$145
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,500--$10,500
All Other Expenses$3,249$1,052-$4,301
Other Expenses$2,673--$2,673
Fees for Services Accounting-$1,035-$1,035
Office Expenses--$145$145
Total Functional Expenses$28,052$2,087$145$30,284
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Woodside Elementary SchoolWoodside, CA-To Assist the School in Supporting the Students and Their Needs$10,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,375
Fundraising Direct Expenses$24,355
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bbqs$17,734$17,734$17,101$633
Picture Day$10,341$10,341$2,766$7,575
Total Events$42,375$42,375$24,355$18,020
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, Part VI, Section B, Line 11

Once prepared, the form 990 is reviewed by a member of the board to confirm that the reported amounts tie to the organizations books for the applicable period. In addition, the descriptions and explainations are reviewed for accuracy.

Form 990, Part VI, Section C, Line 19

Copies of forms 990 are kept on file by the organization. Upon receiving a request to view the form 990 a copy is provided to the party making such request.

Filing and Contact Details

Filer

Filer Name
Woodside School Pta
EIN
94-6174839
Phone
6508511571
Address
3195 WOODSIDE ROAD, WOODSIDE, CA 94062

Signing Officer

Name
C Nichols
Title
President
Phone
6508511571
Signed
2016-05-10
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Andersen Mckune & Associates Llp
Address
1777 BOREL PLACE STE 304, SAN MATEO, CA 94402
Preparer
Kristin Andersen
Phone
6505741785
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Scholarships: program service expenses 1,788. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,788. Printing and publications: program service expenses 1,461. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,461. Dues: program service expenses 0. Management and general expenses 937. Fundraising expenses 0. Total expenses 937. Bank fees: program service expenses 0. Management and general expenses 115. Fundraising expenses 0. Total expenses 115.

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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08700
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt012500
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt027863
IRS990/PYOtherRevenueAmt0-448
IRS990/PYProgramServiceRevenueAmt06795
IRS990/PYRevenuesLessExpensesAmt0-25316
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt040363
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015047
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt05163
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt015237
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08310
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016259
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt070977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0134858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0103712
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0119869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0127533
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0115153
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0601125
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt042375
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt043082
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt042535
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt042414
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt039042
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0209448
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.76240
IRS990ScheduleA/PublicSupportPY509Pct00.76100
IRS990ScheduleA/PublicSupportTotal509Amt0672102
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0143168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0119207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0136816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0141499
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0131412
IRS990ScheduleA/Total509Grp/TotalAmt0672102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0185543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0162289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0179351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0183913
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0170454
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0881550
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024355
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BBQS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PICTURE DAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017734
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010341
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017734
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010341
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042375
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018020
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04488
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024355
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017101
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02766
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt010500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST THE SCHOOL IN SUPPORTING THE STUDENTS AND THEIR NEEDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WOODSIDE ELEMENTARY SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03195 WOODSIDE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WOODSIDE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094062
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONCE PREPARED, THE FORM 990 IS REVIEWED BY A MEMBER OF THE BOARD TO CONFIRM THAT THE REPORTED AMOUNTS TIE TO THE ORGANIZATIONS BOOKS FOR THE APPLICABLE PERIOD. IN ADDITION, THE DESCRIPTIONS AND EXPLAINATIONS ARE REVIEWED FOR ACCURACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF FORMS 990 ARE KEPT ON FILE BY THE ORGANIZATION. UPON RECEIVING A REQUEST TO VIEW THE FORM 990 A COPY IS PROVIDED TO THE PARTY MAKING SUCH REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS: PROGRAM SERVICE EXPENSES 1,788. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,788. PRINTING AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 1,461. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,461. DUES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 937. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 937. BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 115. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt076572
IRS990/TotalAssetsEOYAmt081735
IRS990/TotalAssetsGrp/BOYAmt076572
IRS990/TotalAssetsGrp/EOYAmt081735
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02190
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0145
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02087
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028052
IRS990/TotalFunctionalExpensesGrp/TotalAmt030284
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt076572
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt081735
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt028052
IRS990/TotalProgramServiceRevenueAmt06120
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018020
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015237
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt035447
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt076572
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt081735

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.39$0.34$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.45$0.31$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.22$0.48$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.79$0.21$0.24$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.16$0.09$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.21$0.26$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.38$0.25$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.36$0.30$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.26$0.35$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.28$0.40$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.35$0.30$0.05
2014Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.15$0.40$0.25
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.35$0.29$0.06
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.36$0.39$0.03
2011Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.43$0.81$0.38