Civic Intelligence

PTA Ca Con Blach Intermediate School PTA

990EZ • Fiscal year 2024 • EIN 23-7098208

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 19, 2024

Organization ProfileN/A
1120 Covington RdLos Altos, CA 94024-5005

(650) 934-3800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$134,696

Down $11,823 (-8.1%) from 2023

Net Assets

Down

$134,696

Down $11,823 (-8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Down

$121,166

Down $10,366 (-7.9%) from 2023

Expenses

Down

$132,989

Down $13,709 (-9.3%) from 2023

Net Income

Up

-$11,823

Up $3,343 (+22%) from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $92,013Liabilities 2012: $0Net Assets 2012: $92,0132012Assets 2013: $55,781Liabilities 2013: $0Net Assets 2013: $55,7812013Assets 2014: $61,363Liabilities 2014: $0Net Assets 2014: $61,3632014Assets 2015: $61,037Liabilities 2015: $0Net Assets 2015: $61,0372015Assets 2016: $72,200Liabilities 2016: $0Net Assets 2016: $72,2002016Assets 2017: $72,631Liabilities 2017: $0Net Assets 2017: $72,6312017Assets 2018: $67,376Liabilities 2018: $0Net Assets 2018: $67,3762018Assets 2019: $102,912Liabilities 2019: $0Net Assets 2019: $102,9122019Assets 2020: $145,628Liabilities 2020: $0Net Assets 2020: $145,6282020Assets 2021: $136,680Liabilities 2021: $0Net Assets 2021: $136,6802021Assets 2022: $161,685Liabilities 2022: $0Net Assets 2022: $161,6852022Assets 2023: $146,519Liabilities 2023: $0Net Assets 2023: $146,5192023Assets 2024: $134,696Liabilities 2024: $0Net Assets 2024: $134,6962024Assets 2025: $143,175Liabilities 2025: $0Net Assets 2025: $143,1752025

Highlighted filing

2024

Assets$134,696
Liabilities$0
Net Assets$134,696
Open 2024 Filing

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $233,3582012Expenses 2013: $259,0772013Revenue 2014: $191,340Expenses 2014: $185,758Net Income 2014: $5,5822014Revenue 2015: $192,923Expenses 2015: $193,249Net Income 2015: -$3262015Revenue 2016: $154,942Expenses 2016: $143,779Net Income 2016: $11,1632016Revenue 2017: $141,553Expenses 2017: $141,122Net Income 2017: $4312017Revenue 2018: $173,323Expenses 2018: $178,578Net Income 2018: -$5,2552018Revenue 2019: $183,780Expenses 2019: $148,244Net Income 2019: $35,5362019Revenue 2020: $146,915Expenses 2020: $104,199Net Income 2020: $42,7162020Revenue 2021: $119,326Expenses 2021: $128,274Net Income 2021: -$8,9482021Revenue 2022: $144,415Expenses 2022: $119,410Net Income 2022: $25,0052022Revenue 2023: $131,532Expenses 2023: $146,698Net Income 2023: -$15,1662023Revenue 2024: $121,166Expenses 2024: $132,989Net Income 2024: -$11,8232024Revenue 2025: $119,752Expenses 2025: $111,273Net Income 2025: $8,4792025

Highlighted filing

2024

Revenue$121,166
Expenses$132,989
Net Income-$11,823
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 19, 2024
Return Version
2023v5.1
Gross Receipts
$136,260
Mission and Program Overview

Mission

to support students, staff and parents

to support students staff and parents

Program Services

DescriptionGrantsExpenses
The PTA provides funds for capital improvements and technology purchases-$60,948
The PTA provides funds for specific academic departments, student events, library, school supplies, school clothing, and eighth grade graduation activities-$52,655
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather GreenPresidentPT$0--
Jennifer ShippExecutive Vice President-$0--
Megan ClarkeVice President Non RevenuePT$0--
Brittany StevensVice President RevenuePT$0--
Melanie LarsonSecretary-$0--
Bradford BrackTreasurerPT$0--
Karen HonerFinancial Secretary-$0--
Katie SchmidtParliamentarian-$0--
Marvin PenaAuditor-$0--
Brooke LopezHistorian-$0--
Political and Lobbying Activity

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$5,000
Filing and Contact Details

Filer

Filer Name
Blach Intermediate School PTA
EIN
23-7098208
Address
1120 Covington Rd, Los Altos, CA 94024-5005

Signing Officer

Name
Bradford Brack
Title
Treasurer
Phone
6509343800
Signed
2024-07-19
Discuss with paid preparer
No

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountAdministrative Expenses 5,371Capital Improvements 60,948Dept support and all other programs 52,655Direct Fund Raising expenses 9,015Measure A support 5,000”

Raw XML Appendix230 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Shipp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Megan Clarke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brittany Stevens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melanie Larson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bradford Brack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Karen Honer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Katie Schmidt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Marvin Pena
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Brooke Lopez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President Non Revenue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President Revenue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0132989
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0to support students staff and parents
IRS990EZ/ProgramServiceRevenueAmt013127
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTA provides funds for capital improvements and technology purchases
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The PTA provides funds for specific academic departments, student events, library, school supplies, school clothing, and eighth grade graduation activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060948
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt152655
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132989
IRS990EZ/TotalProgramServiceExpensesAmt0113603
IRS990EZ/TotalRevenueAmt0121166
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0112268
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0113426
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02646
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IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0155602
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleC/PoliticalExpendituresAmt05000
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The PTA donated funds to the Support Measure A campaign to encourage passage of a bond issue to fund school improvements.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Other activities to influence (Part II-B, line 1i)
IRS990ScheduleC/TotalLobbyingExpendituresAmt05000
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdministrative Expenses 5,371Capital Improvements 60,948Dept support and all other programs 52,655Direct Fund Raising expenses 9,015Measure A support 5,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Bradford Brack
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06509343800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Blach Intermediate School PTA
ReturnHeader/Filer/BusinessNameControlTxt0BLAC
ReturnHeader/Filer/EIN0237098208
ReturnHeader/Filer/USAddress/AddressLine1Txt01120 Covington Rd
ReturnHeader/Filer/USAddress/CityNm0Los Altos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940245005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770337811
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan P Pines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04109 Donald Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-17T19:22:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bradford
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Brack
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,696
Liabilities
$0
Net assets
$134,696
Revenue
$121,166
Expenses
$132,989
Net income
-$11,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$1.20$1.11$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.21$1.33$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$1.32$1.47$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$1.44$1.19$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$1.19$1.28$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$1.47$1.04$0.43
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$1.84$1.48$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$1.73$1.79$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$1.42$1.41$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.55$1.44$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$1.93$1.93$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$1.91$1.86$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$2.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$2.33