Civic Intelligence

Ardis Egan Jr High School PTA

990 • Fiscal year 2017 • EIN 77-0021356

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 03, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$73,283

Up $8,411 (+13%) from 2016

Net Assets

Up

$73,283

Up $8,411 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin51st percentile

Revenue

Down

$225,669

Down $235 (-0.1%) from 2016

Expenses

Down

$217,258

Down $6,575 (-2.9%) from 2016

Net Income

Up

$8,411

Up $6,340 (+306%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2017

Assets$73,283
Liabilities$0
Net Assets$73,283
Open 2017 Filing

Operations Trend

Revenue Growth48th 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

2017

Revenue$225,669
Expenses$217,258
Net Income$8,411
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 3, 2017
Return Version
2016v3.0
Gross Receipts
$225,669
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$64,872$73,283▲ $8,411
Rtn Earn Endowment Incm Other Fnds$64,872$73,283▲ $8,411
Total Assets$64,872$73,283▲ $8,411
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$64,872$73,283▲ $8,411
Total Liabilities and Net Assets / Fund Balance$64,872$73,283▲ $8,411
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Mara StarkeyPresident
Eriko ShapiroAuditor
Leslie ShawExec VP
Tracey LeongFin Secretary
Lillian StadlerHistorian
Gabriella BradleyParliamentarian
Kirsten SireySecretary
Laura SchmidtTreasurer
Alix ApfelbergVP Communicatn
Revenue and Support

Revenue Composition

Contributions and Grants
$126,903
Program Service Revenue
$98,756
Investment Income
$10
Other Revenue
$0
All Other Contributions
$123,221
Change in Net Assets
$8,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$215,942
Grants and Similar Amounts Paid$1,316
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$46,638$0$0$46,638
Office Expenses$0$3,116$0$3,116
Grants to Domestic Orgs$1,316--$1,316
Total Functional Expenses$214,142$3,116$0$217,258
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
Yes
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
Becky Fuchs
Title
Treasurer
Phone
6509172200
Signed
2017-10-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Becky Fuchs
Formed
1984
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
200

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 Appendix362 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/TitleTxt0President
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VP Communicatn
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Fin Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Historian
IRS990/Form990PartVIISectionAGrp/TitleTxt7Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt8Auditor
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01984
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IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt01316
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0225669
IRS990/GroupExemptionNum00646
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt010
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt03682
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt073283
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03116
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Hot Lunch
IRS990/OtherExpensesGrp/Desc1BTS
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IRS990/OtherExpensesGrp/Desc3Technology support
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IRS990/OtherExpensesGrp/ProgramServicesAmt2101683
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IRS990/OtherExpensesGrp/TotalAmt0268
IRS990/OtherExpensesGrp/TotalAmt164237
IRS990/OtherExpensesGrp/TotalAmt2101683
IRS990/OtherExpensesGrp/TotalAmt346638
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BECKY FUCHS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/Desc0Hot Lunch
IRS990/ProgramServiceRevenueGrp/Desc1BTS Programs
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt034299
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt164457
IRS990/ProgSrvcAccomActy2Grp/Desc0THE PTA ORGANIZES THE SALE OF PE CLOTHES, SPORTS FEES, AND THE YEARBOOK
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt064237
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE PTA PROVIDES SUPPORT FOR SCHOOL SUPPLIES, PRINTING, TEACHER SUPPLIES, LIBRARY BOOKS, TECHNOLOGY AND VARIOUS OTHER STUDENT PROGRAMS.
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The PTA donated $5,000 to support a parcel tax measure to ensure adequate school funding
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt II-B Line 1
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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/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03116
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0214142
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt098756
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0225669
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ReturnHeader/BusinessOfficerGrp/PhoneNum06509172200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Ardis Egan Jr High Sch
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ReturnHeader/Filer/EIN0770021356
ReturnHeader/Filer/PhoneNum06509172200
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ReturnHeader/FilingSecurityInformation/IPDt02017-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:08:39
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUSAN P PINES
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-03T19:08:45-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,283
Liabilities
$0
Net assets
$73,283
Revenue
$225,669
Expenses
$217,258
Net income
$8,411
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