Rich school, poor school: How much money PTAs raise

How much money do PTAs raise, and how do they spend that money?  Here's data for PTAs at Alvarado, Alice Fong Yu, CIS at DeAvila, Claire Lilienthal, Clarendon, Grattan, Lafayette, Miraloma, Peabody, Ortega, Rooftop, Sherman, Starr King, and West Portal in 2010-11.

The Schools: 

Alvarado Raised $370,924, spent $341,768 in 2010-2011 (Raised $330k, spent $300k if PTA overhead and fundraising excluded)

520 students in 2010-2011. Cash reserve $384k.

• $62k Science Program: $24K for science coordinator and 11K for supplies, $17K for tech search party fundraising event, $2.5k for computers, $6K for garden
• $56k Literacy program for 100 students, including $20K for writing program, $28K for tutors, $5K for parents literacy night, $1K for library collection.
• $55k Art, music and drama
• $14k Behavioral therapy with sandtray
• $63k Playworks PE/yard coaches
• $2kYard equipment/duty
• $6k Afterschool
• $4k Antibullying
• $52k School furniture, supplies, equipment, teacher requests
• $3.5k PTA meetings/membership
• $20k PTA expenses

Alice Fong Yu (EIN 77-0439991) Raised $284,750, spent $237,456

552 students in 2010-2011. $444k cash reserve.  Overall decline in fundraising, from over $300k from 2006-2008.

• $54k China-US Exchange Program (8th grade goes to China for 2 weeks)
• $7K Field Trips
• $20K Instructional materials
• $8K Afterschool program enrichment
• $41K "Office expenses"
• $107k "Other" - not itemized for the 2010-11 form. Includes  enrichment classes, garden classroom, art classes, paraprofessional stipends/tutoring

For comparison, in 2009-2019, AFY expenses included $30k for fundraising and $2k for admin as well as:

• $4k Chinese New Year Parade
• $31K Instructional supplies
• $7K Prof development
• $38k Technology
• $16K afterschool program
• $53k China-US exchange program
• $44K Paraprofessionals (tutoring)
• $20k Garden
• $6k Field trips
• $4K Sports
• $12K Middle school student hall
• $3K Classroom supplies

CIS at DeAvila (EIN 94-3216902) Raised $122,921, spent $78,053

Cash reserve $112k. Impressive since CIS only had 154 students in 2010-11.

• $11k Art, music, dance prgroams, music instruments, Chinese NY Parade
• $21k Literacy level Guided Reading Program: English and Chinese books for K-1
• $33k Playworks PE teacher, yard monitor
• $9K School supplies
• $2k PTA meetings, school events, teacher appreciation

Claire Lilienthal (EIN 94-2954256) $260,766, spent $247,586

672 students. Cash reserve(assets) $139k. Fundraising stable over the last 3 years. The afterschool program for K-2  has a separate nonprofit ID (EIN 94-2864013), income $292k and expenses $277k for 68 students.

• $13k Depreciation (PTA-purchased sound equipment, classroom computers and a copier)
• $47k Teacher support
• $40k PE
• $39k Outdoor education
• $19k Facilities maintenance
• $25k Classroom supplies ($1000 per teacher)
• $64k Other (not itemized)

For comparison, in 2000-2010:

• $13k Arts
• $1K Books
• $23K Classroom supplies
• $13K computer consultant
• $8k computer supplies and insurance
• $2k copy machine lease and maint
• $28k depreciation
• $7k Finance charge
• $9k Library books
• $11k Office Assistant
• $15k Office expenses
• $48k Outdoor education
• $46k PE
• $13k School assemblies and events

Clarendon JBBP (EIN 94-2783933) Raised $192,721, spent $125,923

565 students in JBBP and Gen Ed combined. Cash reserve $224k + $329K in mutual funds (now that's forward thinking! Perhaps they're building an endowment?) Revenue stable at this level for last 5 years.

• $70k Consultants
• $30K Teacher funding
• $13K Supplies
• $3K Liability
• $1K Computer maintenance

Clarendon Gen Ed (EIN 94-3205047) Raised $185,489, spent $170,145

565 students in JBBP and Gen Ed combined. Cash reserve $325k. Revenue stable at this level for last 5 years

• $119k Enrichment "art, music, PE, computer lab, foreign language, and library"
• $23k Classroom funds
• $11k SFUSD funding
• $5k Copier
• $1k Art supplies
• $1K Computer supplies
• $1K 4th grade graduation
• $1K Italian

Grattan (EIN 94-2967138) Raised $172k, spent $180k after PTA admin/fundraising expenses and fee-based afterschool program excluded (Reported  revenue $354,679, expenses $342,954*) 

• $16k Garden program
• $165K Classroom support, reduced classroom size by funding an additional teacher, field trips, supplies, library materials, computer lab, enrichment. Includes 
• money paid directly to SFUSD for salaries for an additional full-time teacher to reduce classroom size and a technology instructor  
• $8K Computer Lab
• $20K Field trips
• $12K PTA Expenses
• $74k Afterschool program - revenue $85k
• $86K Fundraising expenses(eScrip, Grattan Gear, Spring fundraising events)

Lafayette (EIN 94-6172049) Raised $238,630, spent $191,625

524 students in 2010-11. Cash reserves $140k. Steady upward 5 year trend from $100k raised in 2007.

• $136K Curriculum Support
• $14K School furniture and equipment
• $6K Science Grant to teachers
• $5K Garden coordinator
• $5K School Musical
• $3K Art in Action
• $2K Copier maintenance
• $6K Field day, Halloween, newfamily events, multicultural night, carnival
• $7K Office supplies
• $1.5K staff appreciation
• $400 STAR testing snacks
• $600 Stop, Drop and Go
• $1K PTA dues

Miraloma (EIN 94-6184034) Raised $326,875, spent $173,304

361 students. Reserve $318024. Strong upward trend from $213k in 2006-07 to $337k last year.

• $50k  USF Counselors (mental health therapists)
• $23k  computer literacy program
• $21k  Art, theater, dance and music instruction in classroom
• $5k  After-school tutoring
• $7k Classroom supplies
• $12k Garden/environmental education
• $3k Field trips
• $7k Professional development
• $12k Snack program (part of garden: organic locally grown snacks)
• $4k grounds/building

Ortega (EIN 94-3190930) Raised $61,481, spent 54,144

288 students in 2010-11. Cash reserves $58k.  Fundraising jumped from $5k in 2006 to $55k in 2008, $67k in 2009, $61k 2010-11.

• $17k Instructional supplies
• $9k Arts, dance,theater, music
• $15k "Hosting of opportunities for community building for students and their extended families." (events?)

Peabody (EIN 71-1004773) Raised $200k, spent $104k after PTA admin expenses and fee-based afterschool program excluded (Reported revenue $249,031 spent $151,238)

• $70k Literacy specialists
• $10k Playworks (Sports4Kids)
• $7k Artists in Residence
• $4k Music classes
• $4k Outdoor garden classes
• $1.5k Opera guild
• $5k Classroom supplies
• $3k School events
• $39k After school program - revenue $43k
• $8k PTA meetings, bank fees, office expenses, travel, depreciation

Rooftop (EIN 23-7349936) $247,023, spent $244,030

594 students.

• $92k Art education
• $62k Garden education, landscaping and greening of campus
• $23k Computer lab instruction, equipment support and maintenance
• $20K Classroom support: afterschool tutoring, professional development, classroom supplies
• $18k Sensory Motor
• $12K Library for grades 5-8
• $10K Outdoor education

Sherman (EIN 94-3351039) Raised $286,269, spent $254,642

422 students. Cash reserve $124k. Strong, steady upward trend from $58,717 raised in 2006-07.

• $139k paid to SFUSD for salaries/benefits for art and music teachers and for a mental health consultant able to do expressive play therapy.  
• $59k Prof development
• $26k Classroom supplies
• $12k art/garden/sports program
• $4k Library
• $1.6k Sandtray therapy/music/science
• $10k Accounting and PTA office expenses

Starr King (EIN 13-4317993) Raised $91,263;  spent $95,788

345 students. Cash reserve $59k. Stunning, steady upward 5 year trend from just $1021 raised in 2006.

• $72k Classroom supplies, education programs, arts including dance and theater
• $14k School events, cultural enrichment
• $7k Classroom equipment

West Portal (EIN 94-3069763) Raised $199,622, spent $139,589

574 students. Cash reserve $315k

• "Books, classroom supplies, computers and software, copier, field trips, aseemblies, art programs"
• $64k Art
• $50k Enrichment
• $8k Staff support
• $6k Instructional expenses
• $2K Recognition
• $1k Spring musical
• $2k Camping
• $2k Equipment rental
• $3k T-shirts and sweatshirts (fundraising?)
• $3k operating expenses

• Form 990 Part III Item 4: Program Expenses
• Schedule O, Supplemental information, often has detailed information
• Schedule I will have money paid to SFUSD, for teacher salaries etc.
• Form 990 Part IX, especially line 24, Statement of Functional Expenses : Contrast column B (program expenses) with column C/D (management/general and fundraising expenses)
• Form 990 Part VIII:Program Service Revenue. This tells you how much money is coming in from fee-based programs