Civic Intelligence

Ardis Egan Jr High School PTA

990 • Fiscal year 2018 • EIN 77-0021356

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 08, 2018

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

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

38th percentile

-0.8%

Higher net margin than 38% 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

40th percentile

-2.9%

Faster asset growth than 40% 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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$71,140

Down $2,143 (-2.9%) from 2017

Net Assets

Down

$71,140

Down $2,143 (-2.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin38th percentile

Revenue

Up

$261,954

Up $36,285 (+16%) from 2017

Expenses

Up

$264,097

Up $46,839 (+22%) from 2017

Net Income

Down

-$2,143

Down $10,554 (-125%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2018

Assets$71,140
Liabilities$0
Net Assets$71,140
Open 2018 Filing

Operations Trend

Revenue Growth69th 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

2018

Revenue$261,954
Expenses$264,097
Net Income-$2,143
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 8, 2018
Return Version
2017v2.2
Gross Receipts
$261,954
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$73,283$71,140▼ $2,143
Rtn Earn Endowment Incm Other Fnds$73,283$71,140▼ $2,143
Total Assets$73,283$71,140▼ $2,143
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$73,283$71,140▼ $2,143
Total Liabilities and Net Assets / Fund Balance$73,283$71,140▼ $2,143
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Leslie ShawPresident
Eriko ShapiroAuditor
Michelle LeeExec VP
Lillian StadlerFin Secretary
Jen SpringerHistorian
Gabriella BradleyParliamentarian
Kirsten SireySecretary
Becky FuchsTreasurer
Vicky LeeVP Communicatn
Revenue and Support

Revenue Composition

Contributions and Grants
$137,156
Program Service Revenue
$124,784
Investment Income
$14
Other Revenue
$0
All Other Contributions
$131,462
Change in Net Assets
$-2,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$262,875
Grants and Similar Amounts Paid$1,222
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$136,421$0$0$136,421
All Other Expenses$21,242$0$0$21,242
Office Expenses$0$7,421$0$7,421
Grants to Domestic Orgs$1,222--$1,222
Total Functional Expenses$256,676$7,421$0$264,097
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
Becky Fuchs
Title
Treasurer
Phone
6509172200
Signed
2018-10-08
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 Appendix354 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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
IRS990/AllOtherContributionsAmt0131462
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt021242
IRS990/AllOtherExpensesGrp/TotalAmt021242
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0PTA TREASURER
IRS990/BooksInCareOfDetail/PhoneNum06509172200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 W Portola Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Los Altos
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094022
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt073283
IRS990/CashNonInterestBearingGrp/EOYAmt071140
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0137156
IRS990/CYGrantsAndSimilarPaidAmt01222
IRS990/CYInvestmentIncomeAmt014
IRS990/CYOtherExpensesAmt0262875
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0124784
IRS990/CYRevenuesLessExpensesAmt0-2143
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0264097
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0261954
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE PTA PROVIDES HOT LUNCH TO THE STUDENTS AND STAFF.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0172
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt18.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/PersonNm0LESLIE SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHELLE LEE
IRS990/Form990PartVIISectionAGrp/PersonNm2VICKY LEE
IRS990/Form990PartVIISectionAGrp/PersonNm3KIRSTEN SIREY
IRS990/Form990PartVIISectionAGrp/PersonNm4BECKY FUCHS
IRS990/Form990PartVIISectionAGrp/PersonNm5LILLIAN STADLER
IRS990/Form990PartVIISectionAGrp/PersonNm6JEN SPRINGER
IRS990/Form990PartVIISectionAGrp/PersonNm7GABRIELLA BRADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8ERIKO SHAPIRO
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Exec VP
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
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01222
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01222
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0261954
IRS990/GroupExemptionNum00646
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt014
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05694
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide support for the school, the teachers
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt073283
IRS990/NetAssetsOrFundBalancesEOYAmt071140
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07421
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt07421
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Hot Lunch
IRS990/OtherExpensesGrp/Desc1BTS
IRS990/OtherExpensesGrp/Desc2Educational support
IRS990/OtherExpensesGrp/Desc3Technology/Campus support
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0172
IRS990/OtherExpensesGrp/ProgramServicesAmt162238
IRS990/OtherExpensesGrp/ProgramServicesAmt235381
IRS990/OtherExpensesGrp/ProgramServicesAmt3136421
IRS990/OtherExpensesGrp/TotalAmt0172
IRS990/OtherExpensesGrp/TotalAmt162238
IRS990/OtherExpensesGrp/TotalAmt235381
IRS990/OtherExpensesGrp/TotalAmt3136421
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BECKY FUCHS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/BusinessCd2611110
IRS990/ProgramServiceRevenueGrp/Desc0Hot Lunch
IRS990/ProgramServiceRevenueGrp/Desc1BTS Programs
IRS990/ProgramServiceRevenueGrp/Desc28th Grade activities
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041154
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt162388
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt221242
IRS990/ProgSrvcAccomActy2Grp/Desc0THE PTA PROVIDES SUPPORT FOR TECHNOLOGY AND CAMPUS IMPROVEMENTS, SCIENCE SUPPLIES, AND PROGRAM SUPPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0136421
IRS990/ProgSrvcAccomActy3Grp/Desc0THE PTA PROVIDES SUPPORT FOR SCHOOL SUPPLIES, PRINTING, TEACHER SUPPLIES, LIBRARY BOOKS, 8TH GRADE ACTIVITIES AND VARIOUS OTHER STUDENT PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0120083
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01222
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt083630
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0126903
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01316
IRS990/PYInvestmentIncomeAmt010
IRS990/PYOtherExpensesAmt0215942
IRS990/PYProgramServiceRevenueAmt098756
IRS990/PYRevenuesLessExpensesAmt08411
IRS990/PYTotalExpensesAmt0217258
IRS990/PYTotalRevenueAmt0225669
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-2143
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt041154
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt073283
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt071140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0137156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0123221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0124789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0105002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt092855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0583023
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0124784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0102438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0101102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0103670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0146990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0578984
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0110
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01162007
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0261940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0225659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0225891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0208672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0239845
IRS990ScheduleA/Total509Grp/TotalAmt01162007
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01162117
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt073283
IRS990/TotalAssetsEOYAmt071140
IRS990/TotalAssetsGrp/BOYAmt073283
IRS990/TotalAssetsGrp/EOYAmt071140
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0137156
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07421
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0256676
IRS990/TotalFunctionalExpensesGrp/TotalAmt0264097
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt073283
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt071140
IRS990/TotalProgramServiceExpensesAmt0256676
IRS990/TotalProgramServiceRevenueAmt0124784
IRS990/TotalRevenueGrp/ExclusionAmt014
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0124784
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0261954
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073283
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt071140
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY FUCHS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06509172200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02018-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:52:10
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/PreparationDt02018-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-05T15:52:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,140
Liabilities
$0
Net assets
$71,140
Revenue
$261,954
Expenses
$264,097
Net income
-$2,143
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