Civic Intelligence

Portola Valley Parent Teacher Oranization

990EZ • Fiscal year 2016 • EIN 20-2707177

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 26, 2016

4575 Alpine RdPortola Valley, CA 94028

(650) 851-1700

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

2.8%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Flat

$144,597

Flat from 2016

Net Assets

$144,597

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$145,813

Flat from 2016

Expenses

Flat

$141,875

Flat from 2016

Net Income

Flat

$3,938

Flat from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $99,231Liabilities 2011: $95,4122011Assets 2012: $87,089Liabilities 2012: $02012Assets 2013: $98,913Liabilities 2013: $02013Assets 2014: $120,646Liabilities 2014: $02014Assets 2015: $140,659Liabilities 2015: $02015Assets 2016: $144,597Net Assets 2016: $144,5972016Assets 2016: $144,597Liabilities 2016: $02016Assets 2017: $129,513Net Assets 2017: $129,5132017Assets 2018: $133,925Net Assets 2018: $133,9252018Assets 2019: $98,173Net Assets 2019: $98,1732019Assets 2020: $102,576Net Assets 2020: $102,5762020Assets 2021: $84,316Net Assets 2021: $84,3162021Assets 2022: $105,865Net Assets 2022: $105,8652022Assets 2023: $139,327Liabilities 2023: $02023

Highlighted filing

2016

Assets$144,597
Liabilities-
Net Assets$144,597

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $164,766Expenses 2011: $160,947Net Income 2011: $3,8192011Revenue 2012: $143,367Expenses 2012: $155,509Net Income 2012: -$12,1422012Revenue 2013: $70,688Expenses 2013: $58,844Net Income 2013: $11,8442013Revenue 2014: $114,609Expenses 2014: $92,908Net Income 2014: $21,7012014Revenue 2015: $124,591Expenses 2015: $104,679Net Income 2015: $19,9122015Revenue 2016: $145,813Expenses 2016: $141,875Net Income 2016: $3,9382016Revenue 2016: $145,813Expenses 2016: $141,875Net Income 2016: $3,9382016Revenue 2017: $107,958Expenses 2017: $123,042Net Income 2017: -$15,0842017Revenue 2018: $125,537Expenses 2018: $122,135Net Income 2018: $3,4022018Revenue 2019: $133,062Expenses 2019: $168,245Net Income 2019: -$35,1832019Revenue 2020: $132,263Expenses 2020: $127,860Net Income 2020: $4,4032020Revenue 2021: $43,607Expenses 2021: $61,433Net Income 2021: -$17,8262021Revenue 2022: $127,744Expenses 2022: $106,195Net Income 2022: $21,5492022Revenue 2023: $121,344Expenses 2023: $87,882Net Income 2023: $33,4622023

Highlighted filing

2016

Revenue$145,813
Expenses$141,875
Net Income$3,938
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 26, 2016
Return Version
2015v2.0
Gross Receipts
$155,728
Mission and Program Overview

Mission

Support the education of students

Program Services

DescriptionGrantsExpenses
Administration of District After School Sports Programs for Grades K-8 400 participants$68,009-
District Student and Family Community Building Events 650 students & 450 families$10,020-
District Staff and Volunteer Appreciation Events 100 teachers/staff & 100 volunteers$7,103-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle BellomoPresidentPT$0--
Shannon BaschVice President-$0--
Sarah DorahyPresidentPT$0--
Brooke DayVice President-$0--
Janine Lee CarverTreasurer-$0--
Karen UrbanekSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$5,192$5,192$5,180$12
Total Events$5,192$5,192$5,180$12
Filing and Contact Details

Filer

Filer Name
Portola Valley
EIN
20-2707177
Phone
6508511700
Address
4575 Alpine Rd, Portola Valley, CA 94028

Signing Officer

Name
Shannon Basch
Title
Vice President
Signed
2016-09-26
Discuss with paid preparer
Yes

Preparer

Firm
One Tree Accounting
Address
325 Sharon Park Dr 449, Menlo Park, CA 94025
Preparer
Jane Mackey
Phone
6508158228
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Portola Valley School District | Donee's Address: 4575 Alpine Rd Portola Valley CA 94028 | Cash Amount Given: $18508

Other Expenses.1002

Office Expenses $288

Other Expenses.1003

Information Technology $378

Other Expenses.1012

Insurance $3900

Other Expenses.1

After School Sports $17878

Other Expenses.2

PV Basketball $16583

Other Expenses.3

Campus Supplies $12202

Other Expenses.4

Staff & Volunteer Appreciation $7103

Other Expenses.5

8th Grade Graduation $6192

Other Expenses.6

Cultural Arts $5993

Other Expenses.7

Back to School Picnics $5068

Other Expenses.8

BBQ CMS $2364

Other Expenses.9

Breakfast Club ORM $944

Other Expenses.10

Cocoa Breakfast $490

Other Expenses.11

Welcome Coffee $455

Other Expenses.12

Bagel Breakfast $354

Other Expenses.13

4th & 6th Grade Orientation $240

Other Expenses.14

Kinder Welcome Breakfast $105

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $500

Raw XML Appendix223 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/Organization501c3Ind0X
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0500
IRS990EZ/OtherExpensesTotalAmt080537
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt068009
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pvpto.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013032
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0546667
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt048
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0170557
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0670127
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05180
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Portola Valley School District | Donee's Address: 4575 Alpine Rd Portola Valley CA 94028 | Cash Amount Given: $18508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $3900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4After School Sports $17878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PV Basketball $16583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Campus Supplies $12202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Staff & Volunteer Appreciation $7103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt88th Grade Graduation $6192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Cultural Arts $5993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Back to School Picnics $5068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BBQ CMS $2364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Breakfast Club ORM $944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Cocoa Breakfast $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Welcome Coffee $455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Bagel Breakfast $354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt164th & 6th Grade Orientation $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Kinder Welcome Breakfast $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1011
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shannon Basch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Portola Valley
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Parent Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0202707177
ReturnHeader/Filer/PhoneNum06508511700
ReturnHeader/Filer/USAddress/AddressLine1Txt04575 Alpine Rd
ReturnHeader/Filer/USAddress/CityNm0Portola Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0One Tree Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 Sharon Park Dr 449
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Menlo Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094025
ReturnHeader/PreparerPersonGrp/PhoneNum06508158228
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jane Mackey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-27T11:43:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.39$0.00$1.21$0.88$0.33
2022Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.28$1.06$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.84$0.44$0.61$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.03$1.03$1.32$1.28$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.98$1.33$1.68$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$1.34$1.26$1.22$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$1.30$1.08$1.23$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.45$1.45$1.46$1.42$0.04
2016Summary only. Only limited summary data is available for this year.$1.45$0.00$1.46$1.42$0.04
2015Summary only. Only limited summary data is available for this year.$1.41$0.00$1.25$1.05$0.20
2014Summary only. Only limited summary data is available for this year.$1.21$0.00$1.15$0.93$0.22
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$0.71$0.59$0.12
2012Summary only. Only limited summary data is available for this year.$0.87$0.00$1.43$1.56$0.12
2011Summary only. Only limited summary data is available for this year.$0.99$0.95$1.65$1.61$0.04