Civic Intelligence

PTA-California Congress of Parents

990 • Fiscal year 2015 • EIN 94-6183886

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

Organization ProfileN/A
1757 Mountain BlvdOakland, CA 94611-2259

(510) 482-1218

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.06x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

54th percentile

5.0%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

62nd percentile

8.9%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$285,235

Up $23,427 (+8.9%) from 2014

Net Assets

Up

$258,559

Up $21,495 (+9.1%) from 2014

Liabilities

Up

$26,676

Up $1,932 (+7.8%) from 2014

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin54th percentile

Revenue

Up

$442,001

Up $63,651 (+17%) from 2014

Expenses

Down

$419,915

Down $1,832 (-0.4%) from 2014

Net Income

Up

$22,086

Up $65,483 (+151%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$600K$400K$200K$0Assets 2011: $265,160Liabilities 2011: $68,054Net Assets 2011: $197,1062011Assets 2012: $290,792Liabilities 2012: $63,584Net Assets 2012: $227,2082012Assets 2013: $303,230Liabilities 2013: $22,769Net Assets 2013: $280,4612013Assets 2014: $261,808Liabilities 2014: $24,744Net Assets 2014: $237,0642014Assets 2015: $285,235Liabilities 2015: $26,676Net Assets 2015: $258,5592015Assets 2016: $256,460Liabilities 2016: $23,758Net Assets 2016: $232,7022016Assets 2017: $278,863Liabilities 2017: $51,127Net Assets 2017: $227,7362017Assets 2018: $290,711Liabilities 2018: $6,493Net Assets 2018: $284,2182018Assets 2019: $318,369Liabilities 2019: $1,779Net Assets 2019: $316,5902019Assets 2020: $415,084Liabilities 2020: $52,686Net Assets 2020: $362,3982020Assets 2021: $399,588Liabilities 2021: $27,480Net Assets 2021: $372,1082021Assets 2022: $411,035Liabilities 2022: $75,494Net Assets 2022: $335,5412022Assets 2023: $371,267Liabilities 2023: $73,838Net Assets 2023: $297,4292023Assets 2024: $360,382Liabilities 2024: $24,958Net Assets 2024: $335,4242024Assets 2025: $380,743Liabilities 2025: $16,447Net Assets 2025: $364,2962025

Highlighted filing

2015

Assets$285,235
Liabilities$26,676
Net Assets$258,559
Open 2015 Filing

Operations Trend

Revenue Growth70th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $309,006Expenses 2011: $269,185Net Income 2011: $39,8212011Revenue 2012: $341,228Expenses 2012: $311,125Net Income 2012: $30,1032012Revenue 2013: $386,777Expenses 2013: $332,800Net Income 2013: $53,9772013Revenue 2014: $378,350Expenses 2014: $421,747Net Income 2014: -$43,3972014Revenue 2015: $442,001Expenses 2015: $419,915Net Income 2015: $22,0862015Revenue 2016: $457,740Expenses 2016: $481,896Net Income 2016: -$24,1562016Revenue 2017: $447,711Expenses 2017: $479,147Net Income 2017: -$31,4362017Revenue 2018: $535,872Expenses 2018: $479,390Net Income 2018: $56,4822018Revenue 2019: $483,326Expenses 2019: $456,525Net Income 2019: $26,8012019Revenue 2020: $497,828Expenses 2020: $351,442Net Income 2020: $146,3862020Revenue 2021: $254,606Expenses 2021: $248,206Net Income 2021: $6,4002021Revenue 2022: $336,914Expenses 2022: $352,140Net Income 2022: -$15,2262022Revenue 2023: $409,978Expenses 2023: $450,522Net Income 2023: -$40,5442023Revenue 2024: $437,251Expenses 2024: $399,256Net Income 2024: $37,9952024Revenue 2025: $489,775Expenses 2025: $460,903Net Income 2025: $28,8722025

Highlighted filing

2015

Revenue$442,001
Expenses$419,915
Net Income$22,086
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v6.0
Gross Receipts
$442,001
Mission and Program Overview

Mission

See attached.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$237,064$258,559▲ $21,495
Savings and Temporary Cash Investments$187,186$187,234▲ $48
Cash and Non-Interest-Bearing Accounts$74,622$92,485▲ $17,863
Prepaid Expenses and Deferred Charges-$5,516-
Total Assets$261,808$285,235▲ $23,427
Liabilities
Other Liabilities-$16,647-
Accounts Payable and Accrued Expenses$24,744$10,029▼ $14,715
Total Liabilities$24,744$26,676▲ $1,932
Net Assets / Fund Balance
Total Net Assets Fund Balance$237,064$258,559▲ $21,495
Total Liabilities and Net Assets / Fund Balance$261,808$285,235▲ $23,427
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Amy OmandCo-President
Sharleen HaarsmaCo-President
Michelle BrannerAuditor
Johanna JonesCo-V.P. Programs
Tricia TangemenCo-V.P. Programs
Kitty NeumarkExec. V.P. Ext. Affairs
Jennifer PorcinitoExecutive VP - Volunteers
Kevin TamFinancial Secretary
Jennifer AmesHistorian
Vp CommunicationsMonica Mehta
John TullyParliamentarian
Nancy BloomPrincipal
Angie LouieRecording Secretary
Nancy SteimleTeacher Representative
Erin PoseyTeasurer
Marivic HammondV.P. Diversity
Jennifer KeithV.P. Fundraising
Asonda AdamsV.P. Membership
Patrice ReynoldsVP Events
Renee WhiteVP Technology
Revenue and Support

Revenue Composition

Contributions and Grants
$441,957
Program Service Revenue
$0
Investment Income
$44
Other Revenue
$0
All Other Contributions
$97,793
Change in Net Assets
$22,086
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$252,401
Other Expenses$167,514
Total Fundraising Expense$71,885
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$217,633$0$0$217,633
All Other Expenses$84,281$1,017$71,885$157,183
Payroll Taxes$24,642$0$0$24,642
Other Employee Benefits$0$10,126$0$10,126
Office Expenses$0$4,541$0$4,541
Other Expenses$0$571$0$571
Fees for Services Accounting$0$550$0$550
Total Functional Expenses$329,712$18,318$71,885$419,915
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Campus Enhancement Fund$18,242
Dad's Club - Classroom Improvements$1,750
Accrued Payroll$-3,345
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Filing and Contact Details

Filer

Filer Name
Montclair Elementary School Pta
EIN
94-6183886
Phone
5104821218
Address
1757 MOUNTAIN BLVD, OAKLAND, CA 94611-2259

Signing Officer

Name
Erin Posey
Title
Treasurer
Phone
5104821218
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Posey
Formed
1980
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
19
Volunteers
50

Preparer

Firm
Korn and Company
Address
5693 CABOT DR, OAKLAND, CA 94611-2247
Preparer
Stuart Korn CPA
Phone
5103399599
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The current process for reviewing Form 990 prior to filing, is that the current Board Treasurer received a draft of Form 990 to examine, he had discussions and questions with the preparer,revisions were made as needed,and a corrected draft was circulated to the entire board for review including the P.T.A. President. The Board Treasurer would approve the final draft by signing the return prior to filing.”

Form 990, Part IX, Line 24F

“Room parent program welcome new parents fundraising expenses 71885. 0. 0. 71885. Supplies 9336. 9336. Drama 9500. 9500. 0. 0. Activities and education 32223. 32223. 0. 0. Principal directed costs 13521. 13521. 0. 0. Teacher supplies 16727. 16727. 0. 0. Miscellaneous 209. 209. 0. Professional development - music 330. 330. 0. 0. Other programs 660. 660. 0. 0. Historian 86. 0. 86. 0. Computer software and support 1984. 1984. 0. 0. Pta president's expense 722. 0. 722. 0.”

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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0235
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01809
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02357
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0166
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0235
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01809
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02357
IRS990ScheduleA/InvestmentIncomeCYPct00.00130
IRS990ScheduleA/InvestmentIncomePYPct00.00310
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99870
IRS990ScheduleA/PublicSupportPY509Pct00.99690
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01855049
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0442001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0378247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0386611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0340993
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0307197
IRS990ScheduleA/Total509Grp/TotalAmt01855049
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01857406
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0-3345
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt218242
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued Payroll
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Dad's Club - Classroom Improvements
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Campus Enhancement Fund
IRS990ScheduleD/TotalLiabilityAmt016647
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The current process for reviewing Form 990 prior to filing, is that the current Board Treasurer received a draft of Form 990 to examine, he had discussions and questions with the preparer,revisions were made as needed,and a corrected draft was circulated to the entire board for review including the P.T.A. President. The Board Treasurer would approve the final draft by signing the return prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROOM PARENT PROGRAM WELCOME NEW PARENTS FUNDRAISING EXPENSES 71885. 0. 0. 71885. SUPPLIES 9336. 9336. DRAMA 9500. 9500. 0. 0. ACTIVITIES AND EDUCATION 32223. 32223. 0. 0. PRINCIPAL DIRECTED COSTS 13521. 13521. 0. 0. TEACHER SUPPLIES 16727. 16727. 0. 0. MISCELLANEOUS 209. 209. 0. PROFESSIONAL DEVELOPMENT - MUSIC 330. 330. 0. 0. OTHER PROGRAMS 660. 660. 0. 0. HISTORIAN 86. 0. 86. 0. COMPUTER SOFTWARE AND SUPPORT 1984. 1984. 0. 0. PTA PRESIDENT'S EXPENSE 722. 0. 722. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0261808
IRS990/TotalAssetsEOYAmt0285235
IRS990/TotalAssetsGrp/BOYAmt0261808
IRS990/TotalAssetsGrp/EOYAmt0285235
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0441957
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt071885
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018318
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0329712
IRS990/TotalFunctionalExpensesGrp/TotalAmt0419915
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024744
IRS990/TotalLiabilitiesEOYAmt026676
IRS990/TotalLiabilitiesGrp/BOYAmt024744
IRS990/TotalLiabilitiesGrp/EOYAmt026676
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0237064
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0258559
IRS990/TotalProgramServiceExpensesAmt0329712
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt044
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0442001
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0261808
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0285235
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01757 Mountain Blvd
IRS990/USAddress/CityNm0Oakland
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094611
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN POSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05104821218
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTCLAIR ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0946183886
ReturnHeader/Filer/PhoneNum05104821218
ReturnHeader/Filer/USAddress/AddressLine1Txt01757 MOUNTAIN BLVD
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0946112259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KORN AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05693 CABOT DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946112247
ReturnHeader/PreparerPersonGrp/PhoneNum05103399599
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART KORN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-15T09:19:12-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$285,235
Liabilities
$26,676
Net assets
$258,559
Revenue
$442,001
Expenses
$419,915
Net income
$22,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$0.16$3.64$4.90$4.61$0.29
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.25$3.35$4.37$3.99$0.38
2023Detailed filing. Detailed filing data is available for this year.$3.71$0.74$2.97$4.10$4.51$0.41
2022Detailed filing. Detailed filing data is available for this year.$4.11$0.75$3.36$3.37$3.52$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.00$0.27$3.72$2.55$2.48$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.15$0.53$3.62$4.98$3.51$1.46
2019Detailed filing. Detailed filing data is available for this year.$3.18$0.02$3.17$4.83$4.57$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.06$2.84$5.36$4.79$0.56
2017Detailed filing. Detailed filing data is available for this year.$2.79$0.51$2.28$4.48$4.79$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.24$2.33$4.58$4.82$0.24
2015Detailed filing. Detailed filing data is available for this year.$2.85$0.27$2.59$4.42$4.20$0.22
2014Summary only. Only limited summary data is available for this year.$2.62$0.25$2.37$3.78$4.22$0.43
2013Summary only. Only limited summary data is available for this year.$3.03$0.23$2.80$3.87$3.33$0.54
2012Summary only. Only limited summary data is available for this year.$2.91$0.64$2.27$3.41$3.11$0.30
2011Summary only. Only limited summary data is available for this year.$2.65$0.68$1.97$3.09$2.69$0.40