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Highlands Elementary PTA FY2020 filing

Tax-deductible

Concord, CA501(c)(3) EIN 68-0147051Revenue $73K in FY2020

On file with the IRShighlandselementarypta.org1326 Pennsylvania Blvd, 94521-4103 · Concord, CATax-exempt since Nov 1943Publicly supported — 509(a)(2)

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Organization's Primary Purpose Highland Elementary School PTA is dedicated to the improvement of its childrens' education through financial support and fundraising

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $10K a year · 13% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
21 mo
of spending, in cash
Looks good: 21.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$73K
Spent
$71K
To programs
73%
Net assets
$124K
By yearFY2020–FY2025
Revenue
$73K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$73K
FY2021$31K
FY2022$105K
FY2023$72K
FY2024$40K
FY2025$113K
Expenses
$71K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$71K
FY2021$27K
FY2022Not on file
FY2023Not on file
FY2024Not on file
FY2025$91K
Net assets
$124K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$124K
FY2021$128K
FY2022$200K
FY2023$207K
FY2024$203K
FY2025$286K

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1943.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $52K Management & general 4% · $3K Fundraising 23% · $16K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
David Swider
President
$0Pt VII · Sec A
Jamie Spruiell
Executive Vice Pres.
$0Pt VII · Sec A
Jennifer Slater
Vice President - Student Programs
$0Pt VII · Sec A
—
2nd Vice President
$0Pt VII · Sec A
Tami Gomez
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Bat Batjargal
Treasurer
$0Pt VII · Sec A
Michelle Sardi
Financial Secretary
$0Pt VII · Sec A
See Highlands Elementary PTA executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Fundraises and provides financial support to improve children's education.

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Provided by the organization

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3 programs · $52K · in their own filed words · FY2019
01

The PTA supplements various classroom teacher expenses and salaries at the school which enables students to participate in a greater variety of Programs. The PTA provides funding of teacher aides, staffing and computer lab technicians by sending funds to the school district to help pay for those salaries.

$37Kprogram expense
02

The PTA supports Highland Elementary School by providing direct support of the Field Trips and Scholarship offsets, Music Fund, and student morale and incentive programs,

$8Kprogram expense
03

The PTA supports Highland Elementary Schools classrooms by purchasing additional materials, books, computers, software, and equipment for use by the teachers and students in the classroom.

$6Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Melvin Spitcaufsky Memorial Foundation INCFY2024$2K
Total grants receivedfrom 1 funder$2K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$73K
Ln 12
Gifts and grantsLn 1h$73K
Money outPt IX
$71K
Ln 25
Programscol B$52K
Managementcol C$3K
Fundraisingcol D$16K
Owns and owesPt X
$124K
net assets · Ln 32
Cash and savingsLn 1–2$124K
Total assetsLn 16$124K
LiabilitiesLn 26$0
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$73K
Fundraising eventsLn 1c$67K
Total revenueLn 12$73K
Assets in detailPt X, end of year
CashLn 1$40K
SavingsLn 2$84K
Cash and savings togetherLn 1–2$124K
Total assetsLn 16$124K
LiabilitiesLn 26$0
Net assetsLn 32$124K
OperationsPt I, VI
EmployeesI 50
VolunteersI 619
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$135K$124K
Total assetsLn 16$135K$124K
LiabilitiesLn 26$0$0
Net assetsLn 32$135K$124K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$700$0$700$0
Advertising and promotionLn 12$406$0$406$0
Office expensesLn 13$37$0$37$0
Information technologyLn 14$893$0$893$0
InsuranceLn 23$232$0$0$232
Other expenses (24a–d)Ln 24$733$0$613$120
All other expensesLn 24e$68K$52K$358$16K
Total functional expensesLn 25$71K$52K$3K$16K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $113K$91K$23K$286K 990 PDF
FY2024 $40K$203K 990 PDF
FY2023 $72K$207K 990 PDF
FY2022 $105K$200K 990 PDF
FY2021 $31K$27K$4K$128K 990 PDF
FY2020 Viewing $73K$71K$2K$124K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $73,080 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $109,129$73,080
I-9 Program service revenue$0
I-10 Investment incomePrior year $35$0
I-11 Other revenue$0
I-12 Total revenuePrior year $109,164$73,080
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $97,776$70,807
I-18 Total expensesPrior year $97,776$70,807
I-19 Revenue less expensesPrior year $11,388$2,273
Part VI · Governance 11 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $73,080 across 5 lines filed
VIII-1b Membership dues$4,475
VIII-1c Fundraising events$67,405
VIII-1f All other contributions, gifts and grants$1,200
VIII-1h Total contributions, gifts and grants$73,080
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$73,080
Part IX · Statement of functional expenses $70,807 across 7 lines filed
IX-11c Accounting feesPrograms $0 · Management $700 · Fundraising $0$700
IX-12 Advertising and promotionPrograms $0 · Management $406 · Fundraising $0$406
IX-13 Office expensesPrograms $0 · Management $37 · Fundraising $0$37
IX-14 Information technologyPrograms $0 · Management $893 · Fundraising $0$893
IX-23 InsurancePrograms $0 · Management $0 · Fundraising $232$232
IX-24 Other expenses (24a–d)Programs $0 · Management $613 · Fundraising $120$733
IX-24e All other expensesPrograms $51,711 · Management $358 · Fundraising $15,737$67,806
IX-25 Total functional expensesPrograms $51,711 · Management $3,007 · Fundraising $16,089$70,807
Part X · Balance sheet $124,283 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $30,426$39,865
X-2 Savings and temporary cash investmentsStart of year $104,378$84,418
X-16 Total assetsStart of year $134,804$124,283
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $134,804$124,283
X-32 Total net assets or fund balancesStart of year $134,804$124,283
X-33 Total liabilities and net assetsStart of year $134,804$124,283
Part XI · Reconciliation of net assets $124,283 net assets at year end
XI-1 Total revenue$73,080
XI-2 Total expenses$70,807
XI-3 Revenue less expenses$2,273
XI-4 Net assets at start of year$134,804
XI-8 Prior period adjustments−$12,795
XI-10 Net assets at end of year$124,283

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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