Civic Intelligence

Portola Valley Parent Teacher Oranization

990EZ • Fiscal year 2018 • EIN 20-2707177

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

3.4%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$133,925

Up $4,412 (+3.4%) from 2017

Net Assets

Up

$133,925

Up $4,412 (+3.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$125,537

Up $17,579 (+16%) from 2017

Expenses

Down

$122,135

Down $907 (-0.7%) from 2017

Net Income

Up

$3,402

Up $18,486 (+123%) from 2017

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: $144,597Liabilities 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

2018

Assets$133,925
Liabilities-
Net Assets$133,925

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 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

2018

Revenue$125,537
Expenses$122,135
Net Income$3,402
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$139,049
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$62,388-
District Student and Family Community Building Events 650 students & 450 families$20,541-
District Staff and Volunteer Appreciation Events 100 teachers/staff & 100 volunteers$5,741-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah WernikoffPresidentPT$0--
Kim ZamboldiVice President-$0--
Camilla LynchPresidentPT$0--
Lalanie RobinsVice President-$0--
Janine Lee CarverTreasurer-$0--
Karen UrbanekSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$5,321$5,321$618$4,703
Community Events$5,258$5,258$2,084$3,174
Total Events$10,579$10,579$2,702$7,877
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
Kim Zamboldi
Title
President
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
One Tree Accounting
Address
325 Sharon Park Dr 449, Menlo Park, CA 94025
Preparer
Jane Mackey
Phone
6504197575
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: $27510

Other Expenses.1002

Office Expenses $286

Other Expenses.1003

Information Technology $539

Other Expenses.1012

Insurance $7695

Other Expenses.1

After School Sports $36776

Other Expenses.2

PV Basketball $16042

Other Expenses.3

Staff & Volunteer Appreciation $5741

Other Expenses.4

Cultural Arts $5709

Other Expenses.5

8th Grade Graduation $5454

Other Expenses.6

Back to School Picnics $4164

Other Expenses.7

BBQ CMS $2392

Other Expenses.8

Welcome Coffee $1050

Other Expenses.9

Cocoa Breakfast $805

Other Expenses.10

Kinder Kick-off $477

Other Expenses.11

Kinder Welcome Breakfast $214

Other Expenses.12

4th & 6th Grade Orientation $157

Other Expenses.13

Breakfast Club ORM $120

Other Assets.1

Deposits - Beginning $500 Deposits - Ending $500

Raw XML Appendix228 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Portola Valley School District | Donee's Address: 4575 Alpine Rd Portola Valley CA 94028 | Cash Amount Given: $27510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $7695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4After School Sports $36776
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PV Basketball $16042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Staff & Volunteer Appreciation $5741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Cultural Arts $5709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt88th Grade Graduation $5454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Back to School Picnics $4164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BBQ CMS $2392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Welcome Coffee $1050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Cocoa Breakfast $805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Kinder Kick-off $477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Kinder Welcome Breakfast $214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt154th & 6th Grade Orientation $157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Breakfast Club ORM $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Deposits - Beginning $500 Deposits - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim Zamboldi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
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/PreparerFirmEIN0464943208
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/PhoneNum06504197575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jane Mackey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-06T14:55:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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