Civic Intelligence

Pleasant Hill Elementary PTA

EIN 94-6183821 • 501(c)3 • Pleasant Hill, CA

Profile

To support and enrich educational opportunties of the students of pleasant hill elementary, increase parent participation and educate parents.

2097 Oak Park BlvdPleasant Hill, CA 94523

phes-mdusd-ca.schoolloop.com

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 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

22nd percentile

-23%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-17%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

8.0%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$338,615

Down $69,420 (-17%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$338,615

Down $69,420 (-17%) from 2024

Revenue

Up

$303,684

Up $22,545 (+8.0%) from 2024

Expenses

Down

$373,104

Down $35,437 (-8.7%) from 2024

Net Income

Up

-$69,420

Up $57,982 (+46%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $24,270Liabilities 2011: $02011Assets 2012: $26,582Net Assets 2012: $26,5822012Assets 2013: $3,399Liabilities 2013: $02013Assets 2014: $4,339Net Assets 2014: $4,3392014Assets 2015: $5,292Net Assets 2015: $5,2922015Assets 2016: $28,609Net Assets 2016: $28,6092016Assets 2017: $30,686Net Assets 2017: $30,6862017Assets 2018: $177,277Liabilities 2018: $0Net Assets 2018: $177,2772018Assets 2019: $296,646Liabilities 2019: $0Net Assets 2019: $296,6462019Assets 2020: $365,643Liabilities 2020: $0Net Assets 2020: $365,6432020Assets 2021: $412,498Liabilities 2021: $0Net Assets 2021: $412,4982021Assets 2022: $493,100Liabilities 2022: $0Net Assets 2022: $493,1002022Assets 2023: $535,437Liabilities 2023: $0Net Assets 2023: $535,4372023Assets 2024: $408,035Liabilities 2024: $0Net Assets 2024: $408,0352024Assets 2025: $338,615Liabilities 2025: $0Net Assets 2025: $338,6152025

Highlighted filing

2025

Assets$338,615
Liabilities$0
Net Assets$338,615

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $61,978Expenses 2011: $55,236Net Income 2011: $6,7422011Revenue 2012: $66,987Expenses 2012: $64,675Net Income 2012: $2,3122012Revenue 2013: $48,601Expenses 2013: $71,784Net Income 2013: -$23,1832013Revenue 2014: $27,003Expenses 2014: $26,063Net Income 2014: $9402014Revenue 2015: $28,667Expenses 2015: $27,714Net Income 2015: $9532015Revenue 2016: $128,904Expenses 2016: $105,587Net Income 2016: $23,3172016Revenue 2017: $94,346Expenses 2017: $92,229Net Income 2017: $2,1172017Revenue 2018: $211,569Expenses 2018: $64,978Net Income 2018: $146,5912018Revenue 2019: $254,729Expenses 2019: $135,360Net Income 2019: $119,3692019Revenue 2020: $204,563Expenses 2020: $135,566Net Income 2020: $68,9972020Revenue 2021: $152,812Expenses 2021: $105,957Net Income 2021: $46,8552021Revenue 2022: $269,808Expenses 2022: $189,206Net Income 2022: $80,6022022Revenue 2023: $287,532Expenses 2023: $245,195Net Income 2023: $42,3372023Revenue 2024: $281,139Expenses 2024: $408,541Net Income 2024: -$127,4022024Revenue 2025: $303,684Expenses 2025: $373,104Net Income 2025: -$69,4202025

Highlighted filing

2025

Revenue$303,684
Expenses$373,104
Net Income-$69,420

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.00$3.39$3.04$3.73$0.69
2024Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$2.81$4.09$1.27
2023Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$2.88$2.45$0.42
2022Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$2.70$1.89$0.81
2021Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$1.53$1.06$0.47
2020Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$2.05$1.36$0.69
2019Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$2.55$1.35$1.19
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$2.12$0.65$1.47
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.94$0.92$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.29$1.06$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.29$0.28$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.27$0.26$0.01
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.49$0.72$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.67$0.65$0.02
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.62$0.55$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$436,732
Mission and Program Overview

Mission

To support and rnrich educational opportunities of the students of Pleasant Hill Elementary, increase parent participation and educate parents.

To support and enrich educational opportunties of the students of pleasant hill elementary, increase parent participation and educate parents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$27,308$288,630▲ $261,322
Cash and Non-Interest-Bearing Accounts$380,727$49,985▼ $330,742
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$408,035$338,615▼ $69,420
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$408,035$338,615▼ $69,420
Total Net Assets Fund Balance$408,035$338,615▼ $69,420
Total Liabilities and Net Assets / Fund Balance$408,035$338,615▼ $69,420
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robin ParksPresident
Anna MorozovskyVice President
Jennifer KaplanAuditor
Shahrouz TavakoliCommunications
Carolyn MccormackFinc Secretary
Shelly HuppertHead Room Paren
Lindsay SalwasserHistorian
Jason SommersMembership
Christina LautiParliamentarian
Nicholas ReyPrincipal
Liz MinchingtonSecretary
Matt WarnerTreasurer
Monica BlackVP Hospitality
Jamie KellyVP Programs
Dre NicholsWays & Means
Revenue and Support

Revenue Composition

Contributions and Grants
$73,437
Program Service Revenue
$32,002
Investment Income
$5,954
Other Revenue
$192,291
All Other Contributions
$72,537
Change in Net Assets
$-69,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$373,104
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$27,828--$27,828
Other Expenses$8,144--$8,144
Fees for Services Other-$764-$764
Fees for Services Accounting-$700-$700
Insurance-$366-$366
Information Technology-$335-$335
Office Expenses-$230-$230
Total Functional Expenses$370,709$2,395$0$373,104
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$314,821
Fundraising Direct Expenses$126,701
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$146,416$146,416$46,581$99,835
Spring Gala$119,517$119,517$59,035$60,482
Total Events$311,291$311,291$126,701$184,590
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Members of the organization (pta) consist of the students' parents and administrators of pleasant hill elementary school.

Form 990, Part VI, Section A, Line 7A

A slate of proposed officers is compiled. The list is then voted on by all participating members of the pleasant hill elementary school pta.

Form 990, Part VI, Section A, Line 7B

In general, during a school year, the organzation (pta) conducts meetngs once a month. Durng each meeting, various school issues are being addressed and proposed solutions are beng discussed. Then, participating members vote to decide which actions should be taken for addressng a certan issue. The elected officers and the assigned volunteers carry out the act of votng.

Form 990, Part VI, Section B, Line 11B

Annual federal and state tax returns (including form 990/990ez and ca form 199) are prepared by an independent tax preparer. Each prepared annual tax return is then reviewed by the organizations members of the board. The organizations treasurer, upon the boards approval, signs and dates the e-file authorization forms and the tax returns are then electronically submtted to the department of the treasury and ca franchse tax board.

Form 990, Part VI, Section B, Line 12C

Members of the board of directors review all potential conflicts of interest at least annually. All personnel and board members are required to disclose (in writing) potential conficts and any relaed party affiliations. Loans between the organization and its members of the managment and the members of the board are stirctly prohibited. The organization seeks full transparency related to any such relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organizations policies and procedures, and in accordance with applicable rules set out by california parent teacher association.

Form 990, Part VI, Section B, Line 15B

There are no employees. All pleasant hill pta members are volunteers and do not receive compensation

Form 990, Part VI, Section C, Line 19

All of the organizations governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection by tax authorities, other governmental agencies and the general public.all copies of the annually filed tax returns are posted to www.guidestar.org and available for a public review. In addition, original copies of these tax returns are available upon request at the organizations location in pleasant hill, ca. These copies of the tax returns are also posted to the organizations website.

Filing and Contact Details

Filer

Filer Name
Pleasant Hill Elementary Pta
EIN
94-6183821
Phone
9259343341
Address
2097 OAK PARK BLVD, PLEASANT HILL, CA 94523

Signing Officer

Name
Jennifer Kaplan
Title
Treasurer
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Parks
Formed
1920
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
173

Preparer

Firm
Phc Accountancy Group
Address
2255 MORELLO AVE SUITE 170, PLEASANT HILL, CA 94523
Preparer
Karin L Alexander CPA
Phone
9258271400
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