Civic Intelligence

Woodside School PTA

990 • Fiscal year 2018 • EIN 94-6174839

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$66,653

Up $6,095 (+10%) from 2017

Net Assets

Up

$66,653

Up $6,095 (+10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$35,835

Up $9,687 (+37%) from 2017

Expenses

Down

$29,740

Down $5,182 (-15%) from 2017

Net Income

Up

$6,095

Up $14,869 (+169%) from 2017

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

2018

Assets$66,653
Liabilities$0
Net Assets$66,653

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

2018

Revenue$35,835
Expenses$29,740
Net Income$6,095
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$112,642
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$47,505$62,784▲ $15,279
Accounts Receivable$6,088--
Inventories for Sale or Use$6,965$3,869▼ $3,096
Total Assets$60,558$66,653▲ $6,095
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$60,558$66,653▲ $6,095
Total Net Assets Fund Balance$60,558$66,653▲ $6,095
Total Liabilities and Net Assets / Fund Balance$60,558$66,653▲ $6,095
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kari DahebPresident
Devon KohlerExecutive Vice President
Dee SimonelliAuditor
Todd ZwaanstraFinancial Secretary
Shenny CovottaHistorian
Christina HengeholdMembership & Marketing
Lisa FriedenSecretary
Amberlee ButlerTreasurer
Jennifer ZweigVP/community Events & Hospitality
Helena SimonVP/fundraising
Jen UpsonVP/green Committee
Carmen DicinqueVP/parent Education
Julie MandiaVP/room Parents
Melissa LandVP/student Programs
Dee SimonelliWebmaster
Revenue and Support

Revenue Composition

Contributions and Grants
$5,386
Program Service Revenue
$5,850
Investment Income
$0
Other Revenue
$24,599
All Other Contributions
$5,386
Change in Net Assets
$6,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,391
Grants and Similar Amounts Paid$349
Total Fundraising Expense$20
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$7,552$920-$8,472
Other Expenses$3,733--$3,733
Fees for Services Accounting-$792-$792
Grants to Domestic Orgs$349--$349
Insurance-$228-$228
Office Expenses--$20$20
Total Functional Expenses$27,780$1,940$20$29,740
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,752
Fundraising Direct Expenses$29,283
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bbqs$18,607$18,607$19,651$-1,044
Picture Day$8,364$8,364$2,691$5,673
Total Events$51,752$51,752$29,283$22,469
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
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
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 3,265. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,265. Hospitality: program service expenses 2,311. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,311. Printing and publications: program service expenses 1,281. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,281. Dues: program service expenses 0. Management and general expenses 918. Fundraising expenses 0. Total expenses 918. Other operating expenses: program service expenses 695. Management and general expenses 0. Fundraising expenses 0. Total expenses 695. Bank fees: program service expenses 0. Management and general expenses 2. Fundraising expenses 0. Total expenses 2.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08310
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049654
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0100787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0134858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0103712
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0445851
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt051752
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt045198
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt047470
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt042375
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt043082
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0229877
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.68240
IRS990ScheduleA/PublicSupportPY509Pct00.72080
IRS990ScheduleA/PublicSupportTotal509Amt0493904
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062795
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0107544
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0143168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119207
IRS990ScheduleA/Total509Grp/TotalAmt0493904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0112942
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0107993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0155014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0185543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0162289
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0723781
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029283
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BBQS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PICTURE DAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08364
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt024781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08364
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt024781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051752
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022469
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06941
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029283
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019651
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02691
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/ExplanationTxt2SCHOLARSHIPS: PROGRAM SERVICE EXPENSES 3,265. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,265. HOSPITALITY: PROGRAM SERVICE EXPENSES 2,311. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,311. PRINTING AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 1,281. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,281. DUES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 918. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 918. OTHER OPERATING EXPENSES: PROGRAM SERVICE EXPENSES 695. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 695. BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2.
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/TotalAssetsBOYAmt060558
IRS990/TotalAssetsEOYAmt066653
IRS990/TotalAssetsGrp/BOYAmt060558
IRS990/TotalAssetsGrp/EOYAmt066653
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05386
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01940
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027780
IRS990/TotalFunctionalExpensesGrp/TotalAmt029740
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt060558
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt066653
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt027780
IRS990/TotalProgramServiceRevenueAmt05850
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt022469
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07980
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt035835
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt060558
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt066653
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt060558
IRS990/UnrestrictedNetAssetsGrp/EOYAmt066653
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03195 WOODSIDE ROAD
IRS990/USAddress/CityNm0WOODSIDE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094062
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0K DAHEB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06508511571
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOODSIDE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0946174839

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