Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 94-6184899

Jul 01, 2018 to Jun 30, 2019 • Filed on May 12, 2020

1685 Eisenhower StSan Mateo, CA 94403

(650) 312-7575

Siviq Scores

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

Liabilities / Assets

55th 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

55th 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

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

89th percentile

77%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Up

$100,100

Up $43,705 (+77%) from 2018

Net Assets

Up

$100,100

Up $43,705 (+77%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$112,018

Down $13,775 (-11%) from 2018

Expenses

Down

$68,313

Down $45,637 (-40%) from 2018

Net Income

Up

$43,705

Up $31,862 (+269%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $86,768Liabilities 2011: $02011Assets 2012: $87,946Liabilities 2012: $02012Assets 2013: $50,035Liabilities 2013: $02013Assets 2018: $56,395Liabilities 2018: $0Net Assets 2018: $56,3952018Assets 2019: $100,100Liabilities 2019: $0Net Assets 2019: $100,1002019Assets 2020: $153,910Liabilities 2020: $0Net Assets 2020: $153,9102020Assets 2021: $192,651Liabilities 2021: $02021Assets 2022: $274,488Liabilities 2022: $0Net Assets 2022: $274,4882022Assets 2023: $324,101Liabilities 2023: $0Net Assets 2023: $324,1012023Assets 2024: $423,150Liabilities 2024: $0Net Assets 2024: $423,1502024Assets 2025: $378,835Liabilities 2025: $0Net Assets 2025: $378,8352025

Highlighted filing

2019

Assets$100,100
Liabilities$0
Net Assets$100,100

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $61,863Expenses 2011: $94,437Net Income 2011: -$32,5742011Revenue 2012: $104,402Expenses 2012: -$104,564Net Income 2012: $208,9662012Revenue 2013: $31,923Expenses 2013: $44,056Net Income 2013: -$12,1332013Revenue 2018: $125,793Expenses 2018: $113,950Net Income 2018: $11,8432018Revenue 2019: $112,018Expenses 2019: $68,313Net Income 2019: $43,7052019Revenue 2020: $172,729Expenses 2020: $118,919Net Income 2020: $53,8102020Revenue 2021: $60,705Expenses 2021: $21,964Net Income 2021: $38,7412021Revenue 2022: $123,159Expenses 2022: $41,322Net Income 2022: $81,8372022Revenue 2023: $186,869Expenses 2023: $137,256Net Income 2023: $49,6132023Revenue 2024: $216,788Expenses 2024: $117,739Net Income 2024: $99,0492024Revenue 2025: $221,970Expenses 2025: $266,285Net Income 2025: -$44,3152025

Highlighted filing

2019

Revenue$112,018
Expenses$68,313
Net Income$43,705
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 12, 2020
Return Version
2018v3.1
Gross Receipts
$121,364
Mission and Program Overview

Mission

The Parkside Montessori PTA (Parent Teacher Association) is a non-profit organization that supports our school by organizing community events, funding in-class instructional aides, providing additional classroom supplies, leading campus clean up and beautification efforts, sponsoring field trips and assemblies, and much more to improve our campus, enrich our classrooms and support our teachers.

Program Services

DescriptionGrantsExpenses
During the year ended June 30, 2019, the Parkside Montessori PTA supported Parkside elementary by organizing community events, funding in-class instructional aides, providing additional classroom supplies, leading campus clean up and beautification efforts, sponsoring field trips and assemblies, and much more to improve the campus, enrich the classroom experience for the students and to support the teachers.$0$68,313
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy ConnorsPresidentPT$0--
Eric ParkVice President, Acting TreasurerPT$0--
Alisa AmesTreasurerPT$0--
Annie TsaiMembershipPT$0--
Rebecca McGaheyHistorianPT$0--
Lisa DenneySecretaryPT$0--
Angela Zaki WarfelParliamentarianPT$0--
Abbie WishartPrincipalPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$25,968$25,718-$25,718
Walk a Jog$17,038$4,875-$4,875
Total Events$45,791$33,378-$33,378
Filing and Contact Details

Filer

Filer Name
Parkside Elementary PTA
EIN
94-6184899
Phone
6503127575
Address
1685 Eisenhower St, San Mateo, CA 94403

Signing Officer

Name
Alisa Ames
Title
Treasurer
Phone
6503127575
Signed
2020-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Tandem Llp
Address
446 Old County Road Suite 100-140, Pacifica, CA 94044
Preparer
Lynn Henley
Phone
6503509805
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 7 - Sales of Inventory

Income: Gross Receipts: 10. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 10.

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

Description: Administration. Amount: 5,927. Description: Aide Time. Amount: 25,222. Description: Classroom/school Needs. Amount: 12,029. Description: Community Building. Amount: 988. Description: Green Team. Amount: 812. Description: Staff Support. Amount: 1,004. Description: Student Events. Amount: 623. Description: Membership Dues. Amount: 884. Description: Art in Action. Amount: 2,316. Description: Field Trips. Amount: 9,432. Description: Movie Night. Amount: 276. Description: Social Emotional. Amount: 8,300. Description: Parcel Tax Campaign . Amount: 500. Total to Form 990-EZ, line 16: 68,313.

Raw XML Appendix203 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/BooksInCareOfDetail/USAddress/CityNm0San Mateo
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amy Connors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Eric Park
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rebecca McGahey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lisa Denney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Angela Zaki Warfel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Abbie Wishart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President, Acting Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Principal
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt068313
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Parkside Montessori PTA (Parent Teacher Association) is a non-profit organization that supports our school by organizing community events, funding in-class instructional aides, providing additional classroom supplies, leading campus clean up and beautification efforts, sponsoring field trips and assemblies, and much more to improve our campus, enrich our classrooms and support our teachers.
IRS990EZ/ProgramServiceRevenueAmt01062
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0During the year ended June 30, 2019, the Parkside Montessori PTA supported Parkside elementary by organizing community events, funding in-class instructional aides, providing additional classroom supplies, leading campus clean up and beautification efforts, sponsoring field trips and assemblies, and much more to improve the campus, enrich the classroom experience for the students and to support the teachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt024032
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://parksidepta.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt086914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0139334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040469
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt086914
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038177
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt040469
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0340915
IRS990ScheduleA/TotalSupportAmt0340915
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012413
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0250
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt012163
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring Fling
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walk a Jog
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025968
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02785
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025718
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02785
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033378
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Income: Gross Receipts: 10. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Administration. Amount: 5,927. Description: Aide Time. Amount: 25,222. Description: Classroom/school Needs. Amount: 12,029. Description: Community Building. Amount: 988. Description: Green Team. Amount: 812. Description: Staff Support. Amount: 1,004. Description: Student Events. Amount: 623. Description: Membership Dues. Amount: 884. Description: Art in Action. Amount: 2,316. Description: Field Trips. Amount: 9,432. Description: Movie Night. Amount: 276. Description: Social Emotional. Amount: 8,300. Description: Parcel Tax Campaign . Amount: 500. Total to Form 990-EZ, line 16: 68,313.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Alisa Ames
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06503127575
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Parkside Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PARK
ReturnHeader/Filer/EIN0946184899
ReturnHeader/Filer/PhoneNum06503127575
ReturnHeader/Filer/USAddress/AddressLine1Txt01685 Eisenhower St
ReturnHeader/Filer/USAddress/CityNm0San Mateo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094403
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00E4C15207DC127BDB52450F77D4060F40C3F1AE4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AEC088AAD76BD20DC393F3FB442787510B848D72
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.158.214.42
ReturnHeader/FilingSecurityInformation/IPDt02020-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:36:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475525639
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TANDEM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0446 Old County Road Suite 100-140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pacifica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094044
ReturnHeader/PreparerPersonGrp/PhoneNum06503509805
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Henley
ReturnHeader/ReturnTs02020-05-12T13:38:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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