Civic Intelligence

Ardis Egan Jr High School PTA

990 • Fiscal year 2016 • EIN 77-0021356

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 13, 2016

Organization Profilewww.eganschool.org
100 W Portola AveLos Altos, CA 94022

(650) 917-2200

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

44th percentile

0.9%

Higher net margin than 44% 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

53rd percentile

3.3%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

61st percentile

8.2%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$64,872

Up $2,071 (+3.3%) from 2015

Net Assets

Up

$64,872

Up $2,071 (+3.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin44th percentile

Revenue

Up

$225,904

Up $17,215 (+8.2%) from 2015

Expenses

Down

$223,833

Down $32,437 (-13%) from 2015

Net Income

Up

$2,071

Up $49,652 (+104%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$150K$100K$50K$0Assets 2012: $98,697Liabilities 2012: $02012Assets 2013: $107,277Liabilities 2013: $0Net Assets 2013: $107,2772013Assets 2014: $110,382Liabilities 2014: $0Net Assets 2014: $110,3822014Assets 2015: $62,801Liabilities 2015: $0Net Assets 2015: $62,8012015Assets 2016: $64,872Liabilities 2016: $0Net Assets 2016: $64,8722016Assets 2017: $73,283Liabilities 2017: $0Net Assets 2017: $73,2832017Assets 2018: $71,140Liabilities 2018: $0Net Assets 2018: $71,1402018Assets 2019: $44,394Liabilities 2019: $0Net Assets 2019: $44,3942019Assets 2020: $58,424Liabilities 2020: $0Net Assets 2020: $58,4242020Assets 2021: $89,790Liabilities 2021: $0Net Assets 2021: $89,7902021Assets 2022: $101,197Liabilities 2022: $0Net Assets 2022: $101,1972022Assets 2023: $94,228Liabilities 2023: $0Net Assets 2023: $94,2282023Assets 2024: $124,120Liabilities 2024: $0Net Assets 2024: $124,1202024Assets 2025: $147,070Liabilities 2025: $0Net Assets 2025: $147,0702025

Highlighted filing

2016

Assets$64,872
Liabilities$0
Net Assets$64,872
Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $190,791Expenses 2012: $149,680Net Income 2012: $41,1112012Expenses 2013: $211,4512013Revenue 2014: $239,901Expenses 2014: $236,796Net Income 2014: $3,1052014Revenue 2015: $208,689Expenses 2015: $256,270Net Income 2015: -$47,5812015Revenue 2016: $225,904Expenses 2016: $223,833Net Income 2016: $2,0712016Revenue 2017: $225,669Expenses 2017: $217,258Net Income 2017: $8,4112017Revenue 2018: $261,954Expenses 2018: $264,097Net Income 2018: -$2,1432018Revenue 2019: $219,117Expenses 2019: $245,863Net Income 2019: -$26,7462019Revenue 2020: $179,808Expenses 2020: $165,778Net Income 2020: $14,0302020Revenue 2021: $131,506Expenses 2021: $100,140Net Income 2021: $31,3662021Revenue 2022: $177,955Expenses 2022: $166,548Net Income 2022: $11,4072022Revenue 2023: $142,465Expenses 2023: $149,434Net Income 2023: -$6,9692023Revenue 2024: $199,317Expenses 2024: $169,425Net Income 2024: $29,8922024Revenue 2025: $234,764Expenses 2025: $211,814Net Income 2025: $22,9502025

Highlighted filing

2016

Revenue$225,904
Expenses$223,833
Net Income$2,071
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 13, 2016
Return Version
2015v2.1
Gross Receipts
$225,904
Mission and Program Overview

Mission

To provide support for the school, the teachers

To provide support for the school, the teachers and the students in various forms such as funds for programs, supplies, materials. To provide support for the school community and local community by providing programs and events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$62,801$64,872▲ $2,071
Rtn Earn Endowment Incm Other Fnds$62,801$64,872▲ $2,071
Total Assets$62,801$64,872▲ $2,071
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$62,801$64,872▲ $2,071
Total Liabilities and Net Assets / Fund Balance$62,801$64,872▲ $2,071
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Corinne MachatzkePresident
Karen BunyaAuditor
Mara StarkeyExec VP
Marcia ChmyzFin Secretary
Alice LeeHistorian
Tanya MalufParliamentarian
Julie AltingerSecretary
Laura SchmidtTreasurer
Alix ApfelbergVP Communicatn
Revenue and Support

Revenue Composition

Contributions and Grants
$124,789
Program Service Revenue
$101,102
Investment Income
$13
Other Revenue
$0
All Other Contributions
$119,460
Change in Net Assets
$2,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$222,543
Total Fundraising Expense$2,961
Grants and Similar Amounts Paid$1,290
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$40,432$0$0$40,432
Office Expenses$1,066$1,304$2,961$5,331
Grants to Domestic Orgs$1,290--$1,290
Total Functional Expenses$219,568$1,304$2,961$223,833
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
PTA CA Con Ardis Egan Jr High Sch
EIN
77-0021356
Phone
6509172200
Address
100 W Portola Ave, Los Altos, CA 94022

Signing Officer

Name
Laura Schmidt
Title
Treasurer
Phone
6509172200
Signed
2016-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Schmidt
Formed
1984
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
160

Preparer

Firm
Susan P Pines
Address
4109 DONALD DR, PALO ALTO, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The PTA includes parents and teachers who are paid members”

Pt VI, Line 7A

“The members approves the nomination of officers at a general meeting”

Pt VI, Line 7B

“Decisions of the Board are approved by the members at a general meeting”

Pt VI, Line 11B

“The 990 is reported on at a general meeting and made available for review upon request”

Pt VI, Line 19

“All governing documents and financial reports are available for review upon request”

Pt VI, Line 12C

“The PTA uses the CA State PTA conflict of interest policy”

Form 990EZ, Part I, Line 16

“Admin expenses”

Raw XML Appendix342 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2VP Communicatn
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Fin Secretary
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IRS990/NondeductibleContributionsInd0false
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IRS990/PartialLiquidationInd0false
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IRS990/PrincipalOfficerNm0LAURA SCHMIDT
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039976
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE PTA ORGANIZES THE SALE OF PE CLOTHES, SPORTS FEES, AND THE YEARBOOK
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA includes parents and teachers who are paid members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The members approves the nomination of officers at a general meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decisions of the Board are approved by the members at a general meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 990 is reported on at a general meeting and made available for review upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All governing documents and financial reports are available for review upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The PTA uses the CA State PTA conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Admin expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt062801
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt064872
IRS990/TotalProgramServiceExpensesAmt0219568
IRS990/TotalProgramServiceRevenueAmt0101102
IRS990/TotalRevenueGrp/ExclusionAmt013
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0101102
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0225904
IRS990/TotalVolunteersCnt0160
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt062801
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt064872
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 W Portola Ave
IRS990/USAddress/CityNm0Los Altos
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094022
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.eganschool.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA SCHMIDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06509172200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Ardis Egan Jr High Sch
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0770021356
ReturnHeader/Filer/PhoneNum06509172200
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 W Portola Ave
ReturnHeader/Filer/USAddress/CityNm0Los Altos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094022
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/PreparationDt02016-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-03T19:37:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,872
Liabilities
$0
Net assets
$64,872
Revenue
$225,904
Expenses
$223,833
Net income
$2,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$2.35$2.12$0.23
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.99$1.69$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.42$1.49$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.78$1.67$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.32$1.00$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.80$1.66$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$2.19$2.46$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$2.62$2.64$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$2.26$2.17$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$2.26$2.24$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$2.09$2.56$0.48
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$2.40$2.37$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$2.11
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$1.91$1.50$0.41