Civic Intelligence

Mckinley Elementary PTA

990EZ • Fiscal year 2019 • EIN 94-6184062

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

701 Paloma AvenueBurlingame, CA 94010

(650) 259-3870

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

31st percentile

-4.7%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

30th percentile

-9.0%

Faster asset growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

7.7%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$45,191

Down $4,488 (-9.0%) from 2018

Net Assets

Down

$45,191

Down $4,488 (-9.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$96,033

Up $6,852 (+7.7%) from 2018

Expenses

Up

$100,521

Up $13,594 (+16%) from 2018

Net Income

Down

-$4,488

Down $6,742 (-299%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $59,118Liabilities 2011: $02011Assets 2012: $72,415Liabilities 2012: $02012Assets 2013: $85,181Liabilities 2013: $02013Assets 2014: $56,475Liabilities 2014: $02014Assets 2015: $55,974Liabilities 2015: $02015Assets 2016: $68,076Liabilities 2016: $02016Assets 2017: $47,425Liabilities 2017: $02017Assets 2018: $49,679Liabilities 2018: $0Net Assets 2018: $49,6792018Assets 2019: $45,191Liabilities 2019: $0Net Assets 2019: $45,1912019Assets 2020: $74,696Liabilities 2020: $0Net Assets 2020: $74,6962020Assets 2021: $72,901Liabilities 2021: $0Net Assets 2021: $72,9012021Assets 2022: $62,040Liabilities 2022: $0Net Assets 2022: $62,0402022Assets 2023: $52,894Liabilities 2023: $0Net Assets 2023: $52,8942023Assets 2024: $66,484Liabilities 2024: $0Net Assets 2024: $66,4842024Assets 2025: $52,972Liabilities 2025: $0Net Assets 2025: $52,9722025

Highlighted filing

2019

Assets$45,191
Liabilities$0
Net Assets$45,191

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $68,071Expenses 2011: $60,337Net Income 2011: $7,7342011Revenue 2012: $89,469Expenses 2012: $76,172Net Income 2012: $13,2972012Revenue 2013: $97,564Expenses 2013: $84,798Net Income 2013: $12,7662013Revenue 2014: $96,521Expenses 2014: $125,227Net Income 2014: -$28,7062014Revenue 2015: $89,085Expenses 2015: $89,586Net Income 2015: -$5012015Revenue 2016: $83,457Expenses 2016: $71,355Net Income 2016: $12,1022016Revenue 2017: $84,156Expenses 2017: $104,807Net Income 2017: -$20,6512017Revenue 2018: $89,181Expenses 2018: $86,927Net Income 2018: $2,2542018Revenue 2019: $96,033Expenses 2019: $100,521Net Income 2019: -$4,4882019Revenue 2020: $109,809Expenses 2020: $80,304Net Income 2020: $29,5052020Revenue 2021: $51,306Expenses 2021: $53,101Net Income 2021: -$1,7952021Revenue 2022: $57,622Expenses 2022: $68,483Net Income 2022: -$10,8612022Revenue 2023: $98,760Expenses 2023: $107,906Net Income 2023: -$9,1462023Revenue 2024: $133,259Expenses 2024: $119,669Net Income 2024: $13,5902024Revenue 2025: $112,622Expenses 2025: $126,888Net Income 2025: -$14,2662025

Highlighted filing

2019

Revenue$96,033
Expenses$100,521
Net Income-$4,488
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$164,077
Mission and Program Overview

Mission

Student enrichment, education and community building for a school of approximately 550 students.

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT AND EDUCATION THROUGH THE PURCHASE OF CLASSROOM AND ART SUPPLIES$0$48,301
ASSEMBLIES, FIELD TRIPS AND SCHOLARSHIPS$0$36,830
COMMUNITY BUILDING, SERVICE AWARDS AND SITE IMPROVEMENTS$0$8,311
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY HERMANSSONPresidentPT$0--
JEFF HARRISExecutive Vice PresidentPT$0--
HEATHER WILSONVP Fundraising-$0--
VANESSA BASSVP Harvest Festival-$0--
KAREN JUEVP Harvest Festival-$0--
EMILY FISHERVP Volunteers-$0--
CHANDRA LUNDVP Volunteers-$0--
JODIE KEEGANVP Community Events-$0--
RUCHI SHARMAVP Community Events-$0--
TANYA DRAKEVP Communications-$0--
DAVID SARNOFFSecretary-$0--
KARI KOHNTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest Festival$139,626$139,626$48,584$91,042
Parent/child Events$3,984$3,984$3,713$271
Total Events$154,542$154,542$62,552$91,990
Filing and Contact Details

Filer

Filer Name
Mckinley Elementary Pta
EIN
94-6184062
Phone
6502593870
Address
701 PALOMA AVENUE, BURLINGAME, CA 94010

Signing Officer

Name
Kari Kohn
Title
Treasuer
Phone
6502593870
Signed
2019-11-15
Discuss with paid preparer
Yes

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-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 6,296. Returns and allowances: 0. Less cost of goods sold: 5,492. Gross profit: 804. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 5,492. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 5,492.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: restaurant nights. Amount: 562. Description: rewards programs. Amount: 1,332. Total to form 990-ez, line 8: 1,894.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: curriculum support, community building, field trips, etc. Amount: 75,523. Description: principal's budget. Amount: 11,000. Description: other miscellaneous program expenses. Amount: 6,920. Description: bank fees. Amount: 1,419. Description: insurance. Amount: 397. Description: dues. Amount: 622. Description: administrative fees. Amount: 880. Total to form 990-ez, line 16: 96,761.

Raw XML Appendix250 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP HARVEST FESTIVAL
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 6,296. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 5,492. GROSS PROFIT: 804. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 5,492. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 5,492.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RESTAURANT NIGHTS. AMOUNT: 562. DESCRIPTION: REWARDS PROGRAMS. AMOUNT: 1,332. TOTAL TO FORM 990-EZ, LINE 8: 1,894.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CURRICULUM SUPPORT, COMMUNITY BUILDING, FIELD TRIPS, ETC. AMOUNT: 75,523. DESCRIPTION: PRINCIPAL'S BUDGET. AMOUNT: 11,000. DESCRIPTION: OTHER MISCELLANEOUS PROGRAM EXPENSES. AMOUNT: 6,920. DESCRIPTION: BANK FEES. AMOUNT: 1,419. DESCRIPTION: INSURANCE. AMOUNT: 397. DESCRIPTION: DUES. AMOUNT: 622. DESCRIPTION: ADMINISTRATIVE FEES. AMOUNT: 880. TOTAL TO FORM 990-EZ, LINE 16: 96,761.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCKINLEY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MCKI
ReturnHeader/Filer/EIN0946184062
ReturnHeader/Filer/PhoneNum06502593870
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 PALOMA AVENUE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094010
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02C1B81FAA600DAF561252C6B9FC9D3FB605026C0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C1B81FAA600DAF561252C6B9FC9D3FB605026C0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.228.17.232
ReturnHeader/FilingSecurityInformation/IPDt02019-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm020:00:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943364460
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN MCKUNE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01777 BOREL PLACE STE 304
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094402
ReturnHeader/PreparerPersonGrp/PhoneNum06505741785
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTIN ANDERSEN
ReturnHeader/ReturnTs02019-11-15T12:37:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.13$1.27$0.14
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.33$1.20$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.99$1.08$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.58$0.68$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.51$0.53$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.10$0.80$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.96$1.01$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.89$0.87$0.02
2017Summary only. Only limited summary data is available for this year.$0.47$0.00$0.84$1.05$0.21
2016Summary only. Only limited summary data is available for this year.$0.68$0.00$0.83$0.71$0.12
2015Summary only. Only limited summary data is available for this year.$0.56$0.00$0.89$0.90$0.01
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$0.97$1.25$0.29
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$0.98$0.85$0.13
2012Summary only. Only limited summary data is available for this year.$0.72$0.00$0.89$0.76$0.13
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.68$0.60$0.08