Civic Intelligence

Pleasant Hill Elementary PTA

990 • Fiscal year 2020 • EIN 94-6183821

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 27, 2020

2097 Oak Park BlvdPleasant Hill, CA 94523

(925) 934-3341

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

81st percentile

34%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

69th percentile

23%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-20%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$365,643

Up $68,997 (+23%) from 2019

Net Assets

Up

$365,643

Up $68,997 (+23%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$204,563

Down $50,166 (-20%) from 2019

Expenses

Up

$135,566

Up $206 (+0.2%) from 2019

Net Income

Down

$68,997

Down $50,372 (-42%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$365,643
Liabilities$0
Net Assets$365,643

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$204,563
Expenses$135,566
Net Income$68,997
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 27, 2020
Return Version
2019v5.0
Gross Receipts
$265,030
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 opportunities of the students of pleasant hill elementary, increase parent participation and educate parents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$269,377$338,374▲ $68,997
Savings and Temporary Cash Investments$27,269$27,269→ $0
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$296,646$365,643▲ $68,997
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$296,646$365,643▲ $68,997
Total Net Assets Fund Balance$296,646$365,643▲ $68,997
Total Liabilities and Net Assets / Fund Balance$296,646$365,643▲ $68,997
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lina ArbicPresident & CEO
Shannon ValdezAuditor
Pam TyCommunications
Alisa ToddEducation
Jess ClarkFin. Secretary
Rhonda Henshall-powellHead Room-paren
Kerstie PedersonHistorian
Niccole DemeyereLegislation
Angela NishizawaMembership
Aurelia BuscemiPrincipal
Denise BlakeSecretary
Jennifer CanovaTreasurer
Lindsey AirolaWays and Means
Revenue and Support

Revenue Composition

Contributions and Grants
$87,388
Program Service Revenue
$9,906
Investment Income
$181
Other Revenue
$107,088
All Other Contributions
$85,978
Change in Net Assets
$68,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118,075
Grants and Similar Amounts Paid$17,491
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,491--$17,491
All Other Expenses$10,230$536-$10,766
Other Expenses$3,360--$3,360
Fees for Services Other$1,306$450-$1,756
Fees for Services Accounting-$650-$650
Information Technology$344$86-$430
Insurance$292$73-$365
Advertising$136$34-$170
Office Expenses$6$2-$8
Total Functional Expenses$133,735$1,831$0$135,566
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pleasant Hill Elementary SchPleasant Hill, CA-Technology and General Support$17,491
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$149,081
Fundraising Direct Expenses$51,320
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraise$83,333$83,333$35,067$48,266
Spring Gala$34,462$34,462$2,514$31,948
Total Events$140,630$140,630$50,806$89,824
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, Line 6: Explanation of Classes of Members or Shareholder

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

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

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

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

In general, during a school year, the organization (pta) conducts meetings once a month. During each meeting, various school issues are being addressed, and proposed solutions are being discussed. Then, participating members vote to decide which action should be taken for addressing a certain issue. The elected officers and the assigned volunteers carry out the act of voting.

Form 990, Part VI, Line 11B: Form 990 Review Process

Annual federal and state tax returns (including form 990 and ca form 199) are prepared by an independent cpa. Each prepared annual tax return is then reviewed by the organization's members of the board. The organization's treasurer, upon the board's approval,signs and dates the e-file authorization forms and the tax returns then electronically submitted to the department of treasury and ca franchise tax board.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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 conflicts and any related party affiliations. Loans between the organization and its members of the management and the members of the board are strictly 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 orgnization's policies and procedures, and in accordance with applicable rules set out by california parent teacher association.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All of the organization's governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection by tax authorities, other govermental 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 also available upon request at the organization's location in pleasant hill, ca. These copies of the tax returns are also posted to the organization's 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 Canova
Title
Treasurer
Signed
2020-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lina Arbic
Formed
1920
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
350

Preparer

Firm
Phc Accountancy Group
Address
2255 MORELLO AVE SUITE 170, PLEASANT HILL, CA 94523
Preparer
Mariana Katich CPA
Phone
9258271400
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IRS990/InsuranceGrp/ManagementAndGeneralAmt073
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IRS990/InsuranceGrp/TotalAmt0365
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IRS990/MembersOrStockholdersInd0true
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IRS990/MinutesOfGoverningBodyInd0true
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt097761
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt09327
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt09327
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0365643
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficeExpensesGrp/TotalAmt08
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc1CLASSROOM SUPPORT
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IRS990/OtherExpensesGrp/Desc3OTHER PROGRAM SERVICE EXP.
IRS990/OtherExpensesGrp/ProgramServicesAmt083998
IRS990/OtherExpensesGrp/ProgramServicesAmt18944
IRS990/OtherExpensesGrp/ProgramServicesAmt27628
IRS990/OtherExpensesGrp/ProgramServicesAmt33360
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IRS990/OtherExpensesGrp/TotalAmt27628
IRS990/OtherExpensesGrp/TotalAmt33360
IRS990/OtherRevenueTotalAmt00
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IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LINA ARBIC
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ART CARDS
IRS990/ProgramServiceRevenueGrp/Desc1BIRTHDAY MARQUEE
IRS990/ProgramServiceRevenueGrp/Desc2CLASSROOM SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc3OUTDOOR EDUCATION PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc4TECHNOLOGY PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01795
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12325
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt43326
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12325
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt43326
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt068610
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt016512
IRS990/PYInvestmentIncomeAmt0143
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IRS990/PYOtherRevenueAmt0132786
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IRS990/PYRevenuesLessExpensesAmt0119369
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IRS990/PYTotalRevenueAmt0254729
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt068997
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt09906
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027269
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027269
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt068610
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0118813
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0301433
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0181
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0116994
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0128899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0125959
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0154879
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0784064
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0181
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt020
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IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt01085497
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0325943
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0247712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0140120
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0167340
IRS990ScheduleA/Total509Grp/TotalAmt01085497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0204563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0326086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0247750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0140140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0167340
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01085879
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Boosterthon Fun Run
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0true

Document Assets

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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