Civic Intelligence

Woodside School PTA

990 • Fiscal year 2017 • EIN 94-6174839

Jul 01, 2016 to Jun 30, 2017 • Filed on May 12, 2018

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-6.8%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$60,558

Down $8,774 (-13%) from 2016

Net Assets

Down

$60,558

Down $8,774 (-13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$26,148

Down $1,906 (-6.8%) from 2016

Expenses

Down

$34,922

Down $5,535 (-14%) from 2016

Net Income

Up

-$8,774

Up $3,629 (+29%) from 2016

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

2017

Assets$60,558
Liabilities$0
Net Assets$60,558

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

2017

Revenue$26,148
Expenses$34,922
Net Income-$8,774
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 12, 2018
Return Version
2016v3.0
Gross Receipts
$107,993
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$45,388$47,505▲ $2,117
Inventories for Sale or Use$18,031$6,965▼ $11,066
Accounts Receivable$5,913$6,088▲ $175
Total Assets$69,332$60,558▼ $8,774
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$69,332$60,558▼ $8,774
Total Net Assets Fund Balance$69,332$60,558▼ $8,774
Total Liabilities and Net Assets / Fund Balance$69,332$60,558▼ $8,774
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kari DahebPresident
Devon KohlerExecutive Vice President
Todd ZwaanstraAuditor
Anthony LarkinFinancial Secretary
Jane GlanvilleHistorian
Lisa FriedenSecretary
Jennifer ZweigStudent Program Assistance
Amberlee ButlerTreasurer
Christina HengeholdVP/community Events
Elizabeth FurukawaVP/fundraising
Jen UpsonVP/green Committee
Nicole MacnaughtonVP/hospitality
Carmen DicinqueVP/parent Education
Julie MandiaVP/room Parents
Jennifer ZweigVP/student Programs
Dee SimonelliWebmaster
Revenue and Support

Revenue Composition

Contributions and Grants
$1,110
Program Service Revenue
$4,845
Investment Income
$0
Other Revenue
$20,193
All Other Contributions
$1,110
Change in Net Assets
$-8,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,351
Grants and Similar Amounts Paid$571
Total Fundraising Expense$23
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$8,021$1,069-$9,090
Other Expenses$3,532--$3,532
Fees for Services Accounting-$735-$735
Grants to Domestic Orgs$571--$571
Office Expenses--$23$23
Total Functional Expenses$33,095$1,804$23$34,922
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,198
Fundraising Direct Expenses$25,251
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bbqs$13,315$13,315$20,320$-7,005
Picture Day$9,214$9,214$2,754$6,460
Total Events$45,198$45,198$25,251$19,947
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 11B

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
K Daheb
Title
President
Phone
6508511571
Signed
2018-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
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

Hospitality: program service expenses 2,772. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,772. Recognition & gifts: program service expenses 1,813. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,813. Other operating expenses: program service expenses 1,805. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,805. Printing and publications: program service expenses 1,631. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,631. Dues: program service expenses 0. Management and general expenses 995. Fundraising expenses 0. Total expenses 995. Bank fees: program service expenses 0. Management and general expenses 74. Fundraising expenses 0. Total expenses 74.

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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-8774
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05091
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08310
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt053464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0100787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0134858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0103712
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0119869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0516066
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt045198
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt047470
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt042375
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt043082
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt042535
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0220660
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.72080
IRS990ScheduleA/PublicSupportPY509Pct00.74840
IRS990ScheduleA/PublicSupportTotal509Amt0569530
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062795
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0107544
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0143168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0119207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0136816
IRS990ScheduleA/Total509Grp/TotalAmt0569530
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0107993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0155014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0185543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0162289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0179351
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0790190
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025251
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BBQS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PICTURE DAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045198
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019947
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02177
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025251
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020320
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02754
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
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/ExplanationTxt2HOSPITALITY: PROGRAM SERVICE EXPENSES 2,772. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,772. RECOGNITION & GIFTS: PROGRAM SERVICE EXPENSES 1,813. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,813. OTHER OPERATING EXPENSES: PROGRAM SERVICE EXPENSES 1,805. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,805. PRINTING AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 1,631. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,631. DUES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 995. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 995. BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 74. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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/TotalAssetsBOYAmt069332
IRS990/TotalAssetsEOYAmt060558
IRS990/TotalAssetsGrp/BOYAmt069332
IRS990/TotalAssetsGrp/EOYAmt060558
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01110
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt023
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01804
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033095
IRS990/TotalFunctionalExpensesGrp/TotalAmt034922
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt069332
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt060558
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt033095
IRS990/TotalProgramServiceRevenueAmt04845
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019947
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05091
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026148
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt069332
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt060558
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt069332
IRS990/UnrestrictedNetAssetsGrp/EOYAmt060558
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03195 WOODSIDE ROAD
IRS990/USAddress/CityNm0WOODSIDE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094062
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0K DAHEB

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