Civic Intelligence

PTA California Congress

EIN 94-6184938 • 501(c)3 • Mill Valley, CA

Profile

To positively impact the lives of all children and families at park school through financial support of community events, educational programs, and technology and supplies purchases.

360 E Blithedale AveMill Valley, CA 94941

www.parkschoolmv.org

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

57th percentile

5.3%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

87th percentile

59%

Faster revenue growth than 87% of similar nonprofits.

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

Assets

Up

$116,682

Up $8,286 (+7.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$116,682

Up $8,286 (+7.6%) from 2024

Revenue

Up

$156,768

Up $58,207 (+59%) from 2024

Expenses

Up

$148,482

Up $18,020 (+14%) from 2024

Net Income

Up

$8,286

Up $40,187 (+126%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $29,344Net Assets 2011: $29,3442011Assets 2012: $80,284Liabilities 2012: $0Net Assets 2012: $80,2842012Assets 2013: $60,337Liabilities 2013: $5,801Net Assets 2013: $54,5362013Assets 2014: $97,298Liabilities 2014: $0Net Assets 2014: $97,2982014Assets 2015: $92,117Liabilities 2015: $5,040Net Assets 2015: $87,0772015Assets 2016: $95,413Liabilities 2016: $0Net Assets 2016: $95,4132016Assets 2017: $47,043Liabilities 2017: $0Net Assets 2017: $47,0432017Assets 2018: $126,048Liabilities 2018: $2,365Net Assets 2018: $123,6832018Assets 2019: $49,647Liabilities 2019: $0Net Assets 2019: $49,6472019Assets 2020: $63,696Liabilities 2020: $0Net Assets 2020: $63,6962020Assets 2021: $68,696Liabilities 2021: $0Net Assets 2021: $68,6962021Assets 2022: $114,638Liabilities 2022: $0Net Assets 2022: $114,6382022Assets 2023: $140,297Liabilities 2023: $0Net Assets 2023: $140,2972023Assets 2024: $108,396Liabilities 2024: $0Net Assets 2024: $108,3962024Assets 2025: $116,682Liabilities 2025: $0Net Assets 2025: $116,6822025

Highlighted filing

2025

Assets$116,682
Liabilities$0
Net Assets$116,682

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $113,437Expenses 2011: $134,456Net Income 2011: -$21,0192011Revenue 2012: $233,723Expenses 2012: $182,784Net Income 2012: $50,9392012Expenses 2013: $196,4502013Revenue 2014: $318,380Expenses 2014: $275,617Net Income 2014: $42,7632014Revenue 2015: $207,387Expenses 2015: $217,608Net Income 2015: -$10,2212015Revenue 2016: $284,583Expenses 2016: $280,249Net Income 2016: $4,3342016Revenue 2017: $275,549Expenses 2017: $324,436Net Income 2017: -$48,8872017Revenue 2018: $163,799Expenses 2018: $86,456Net Income 2018: $77,3432018Revenue 2019: $259,292Expenses 2019: $333,328Net Income 2019: -$74,0362019Revenue 2020: $151,218Expenses 2020: $122,839Net Income 2020: $28,3792020Revenue 2021: $55,470Expenses 2021: $50,470Net Income 2021: $5,0002021Revenue 2022: $142,681Expenses 2022: $96,739Net Income 2022: $45,9422022Revenue 2023: $126,359Expenses 2023: $100,700Net Income 2023: $25,6592023Revenue 2024: $98,561Expenses 2024: $130,462Net Income 2024: -$31,9012024Revenue 2025: $156,768Expenses 2025: $148,482Net Income 2025: $8,2862025

Highlighted filing

2025

Revenue$156,768
Expenses$148,482
Net Income$8,286

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$1.57$1.48$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.99$1.30$0.32
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.26$1.01$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.43$0.97$0.46
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.55$0.50$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$1.51$1.23$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$2.59$3.33$0.74
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.02$1.24$1.64$0.86$0.77
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$2.76$3.24$0.49
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$2.85$2.80$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.05$0.87$2.07$2.18$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$3.18$2.76$0.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.06$0.55$1.96
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$2.34$1.83$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.29$1.13$1.34$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.0
Gross Receipts
$156,768
Mission and Program Overview

Mission

To positively impact the lives of all children and families at park school through financial support of community events, educational programs, and technology and supplies purchases.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$97,343$94,012▼ $3,331
Cash and Non-Interest-Bearing Accounts$11,053$22,670▲ $11,617
Total Assets$108,396$116,682▲ $8,286
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$108,396$116,682▲ $8,286
Total Net Assets Fund Balance$108,396$116,682▲ $8,286
Total Liabilities and Net Assets / Fund Balance$108,396$116,682▲ $8,286
Compensation and Service Providers

Board Members and Trustees

NameTitle
Monica SiciliaChair of COM
Blair ParkerChair of Fun
Katie ParsonChair of Saf
Gretchen GeorgeChair of Sit
Clover SelldenCo-chair COM
Mandy CampbellCo-chair COM
Gretchen DrakeCo-chair Dei
Christy CheekCo-chair Stu
Rachel SchumontCo-chair Stu
Anne-elise LansdownPresident
Lauren FriisExecutive VP
Mary BackFinancial Re
Marianella BenuttoFinancial Se
Ashley DroegeHistorian
CASEY O'CONNORParliamentar
David FinnanePrincipal
Amanda SandlerSecretary
Kate BuehlerTeacher Rep
Andy SchumontTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$143,271
Program Service Revenue
$12,828
Investment Income
$669
Other Revenue
$0
All Other Contributions
$137,821
Change in Net Assets
$8,286
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$148,482
Total Fundraising Expense$6,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$4,599-$4,599
Other Expenses$14,183$3,256$6,686$3,256
Fees for Services Accounting-$1,700-$1,700
Information Technology-$1,109-$1,109
All Other Expenses-$999-$999
Insurance-$288-$288
Total Functional Expenses$129,845$11,951$6,686$148,482
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Page 6, Part VI, Line 6

Every individual who is a member of this association is, by virtue of the fact, a member of the national pta and of the california state pta by which this local association is chartered, and is entitled to all benefits of such membership. Membership in this association shall be made available by such local association, without regard to race, color, creed or national origin, under such rules and regulations not in conflict with the provisions, the bylaws of the national pta or the bylaws of the california state pta, as may be prescribed in the bylaws of this local association, to any individual who subscribes to the purposes and basic policies of the national pta. The association shall conduct an annual enrollment of members but may admit persons to membership at any time. Each member of the association shall pay annual dues of 8.00 per member (also means per capita) to the association.

Form 990, Page 6, Part VI, Line 7A

Each officer or board member of this association shall be a member of the association. The officers of this association shall be a president, executive vice president, six (6) vice presidents, recording secretary, treasurer, financial secretary, auditor, historian and parliamentarian. These officers shall be elected annually with the exception of the parliamentarian, who shall be appointed by the president subject to the ratification of the executive board. Nominations for office shall be made by a nominating committee which shall be elected by the association. The privilege of holding office shall be limited to members of the association who dues are paid and who have been members of the association for at least thirty (30) days previous to nomination. Election shall be held by ballot at the annual election meeting in march. If there is but one nominee for any office, the ballot for that office may be dispensed with and the election held by voice vote. A vacancy occurring in any office shall be filled by a person elected by the executive board.

Form 990, Page 6, Part VI, Line 7B

The year's proposed program and budget, which includes all programs, projects and expenditures, require approval by the membership. The year's proposed programs and budget shall be presented to the association for approval at the first association meeting of the year. All approved programs, projects and expenditures must be recorded in the association minutes, the legal record of this association.

Form 990, Page 6, Part VI, Line 11B

The 990 information return is distributed to the board and reviewed prior to being filed. The treasurer is responsible for facilitating this process.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request

Filing and Contact Details

Filer

Filer Name
Pta California Congress
EIN
94-6184938
Address
360 E BLITHEDALE AVE, MILL VALLEY, CA 94941
Doing Business As
Park Elementary Pta

Signing Officer

Name
Andy Schumont
Title
Treasurer
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne-elise Lansdown
Formed
1951
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
17
Employees
0
Volunteers
214

Preparer

Firm
Fermata Tax Advisors
Address
PO BOX 151687, SAN RAFAEL, CA 94915
Preparer
Adam Ladwig Ea
Phone
4154575780
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

PARK ELEMENTARY PTA

Form 990, Page 1, Part I, Line 6

Volunteers contribute time and services to further the park school pta's mission by organizing and staffing events and providing administrative and ogranizational services to both the pta and school.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCIAL SE
IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCIAL RE
IRS990/Form990PartVIISectionAGrp/TitleTxt6HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7PARLIAMENTAR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR OF COM
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IRS990/MissionDesc0TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES AT PARK SCHOOL THROUGH FINANCIAL SUPPORT OF COMMUNITY EVENTS, EDUCATIONAL PROGRAMS, AND TECHNOLOGY AND SUPPLIES PURCHASES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PARK ELEMENTARY PTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS CONTRIBUTE TIME AND SERVICES TO FURTHER THE PARK SCHOOL PTA'S MISSION BY ORGANIZING AND STAFFING EVENTS AND PROVIDING ADMINISTRATIVE AND OGRANIZATIONAL SERVICES TO BOTH THE PTA AND SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY INDIVIDUAL WHO IS A MEMBER OF THIS ASSOCIATION IS, BY VIRTUE OF THE FACT, A MEMBER OF THE NATIONAL PTA AND OF THE CALIFORNIA STATE PTA BY WHICH THIS LOCAL ASSOCIATION IS CHARTERED, AND IS ENTITLED TO ALL BENEFITS OF SUCH MEMBERSHIP. MEMBERSHIP IN THIS ASSOCIATION SHALL BE MADE AVAILABLE BY SUCH LOCAL ASSOCIATION, WITHOUT REGARD TO RACE, COLOR, CREED OR NATIONAL ORIGIN, UNDER SUCH RULES AND REGULATIONS NOT IN CONFLICT WITH THE PROVISIONS, THE BYLAWS OF THE NATIONAL PTA OR THE BYLAWS OF THE CALIFORNIA STATE PTA, AS MAY BE PRESCRIBED IN THE BYLAWS OF THIS LOCAL ASSOCIATION, TO ANY INDIVIDUAL WHO SUBSCRIBES TO THE PURPOSES AND BASIC POLICIES OF THE NATIONAL PTA. THE ASSOCIATION SHALL CONDUCT AN ANNUAL ENROLLMENT OF MEMBERS BUT MAY ADMIT PERSONS TO MEMBERSHIP AT ANY TIME. EACH MEMBER OF THE ASSOCIATION SHALL PAY ANNUAL DUES OF 8.00 PER MEMBER (ALSO MEANS PER CAPITA) TO THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH OFFICER OR BOARD MEMBER OF THIS ASSOCIATION SHALL BE A MEMBER OF THE ASSOCIATION. THE OFFICERS OF THIS ASSOCIATION SHALL BE A PRESIDENT, EXECUTIVE VICE PRESIDENT, SIX (6) VICE PRESIDENTS, RECORDING SECRETARY, TREASURER, FINANCIAL SECRETARY, AUDITOR, HISTORIAN AND PARLIAMENTARIAN. THESE OFFICERS SHALL BE ELECTED ANNUALLY WITH THE EXCEPTION OF THE PARLIAMENTARIAN, WHO SHALL BE APPOINTED BY THE PRESIDENT SUBJECT TO THE RATIFICATION OF THE EXECUTIVE BOARD. NOMINATIONS FOR OFFICE SHALL BE MADE BY A NOMINATING COMMITTEE WHICH SHALL BE ELECTED BY THE ASSOCIATION. THE PRIVILEGE OF HOLDING OFFICE SHALL BE LIMITED TO MEMBERS OF THE ASSOCIATION WHO DUES ARE PAID AND WHO HAVE BEEN MEMBERS OF THE ASSOCIATION FOR AT LEAST THIRTY (30) DAYS PREVIOUS TO NOMINATION. ELECTION SHALL BE HELD BY BALLOT AT THE ANNUAL ELECTION MEETING IN MARCH. IF THERE IS BUT ONE NOMINEE FOR ANY OFFICE, THE BALLOT FOR THAT OFFICE MAY BE DISPENSED WITH AND THE ELECTION HELD BY VOICE VOTE. A VACANCY OCCURRING IN ANY OFFICE SHALL BE FILLED BY A PERSON ELECTED BY THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE YEAR'S PROPOSED PROGRAM AND BUDGET, WHICH INCLUDES ALL PROGRAMS, PROJECTS AND EXPENDITURES, REQUIRE APPROVAL BY THE MEMBERSHIP. THE YEAR'S PROPOSED PROGRAMS AND BUDGET SHALL BE PRESENTED TO THE ASSOCIATION FOR APPROVAL AT THE FIRST ASSOCIATION MEETING OF THE YEAR. ALL APPROVED PROGRAMS, PROJECTS AND EXPENDITURES MUST BE RECORDED IN THE ASSOCIATION MINUTES, THE LEGAL RECORD OF THIS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 990 INFORMATION RETURN IS DISTRIBUTED TO THE BOARD AND REVIEWED PRIOR TO BEING FILED. THE TREASURER IS RESPONSIBLE FOR FACILITATING THIS PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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