Civic Intelligence

Ardis Egan Jr High School PTA

990 • Fiscal year 2023 • EIN 77-0021356

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 08, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

33rd percentile

-4.9%

Higher net margin than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-6.9%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$94,228

Down $6,969 (-6.9%) from 2022

Net Assets

Down

$94,228

Down $6,969 (-6.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin33rd percentile

Revenue

Down

$142,465

Down $35,490 (-20%) from 2022

Expenses

Down

$149,434

Down $17,114 (-10%) from 2022

Net Income

Down

-$6,969

Down $18,376 (-161%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2023

Assets$94,228
Liabilities$0
Net Assets$94,228
Open 2023 Filing

Operations Trend

Revenue Growth25th 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

2023

Revenue$142,465
Expenses$149,434
Net Income-$6,969
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 8, 2023
Return Version
2022v5.0
Gross Receipts
$142,465
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, technology and other materials. To provide support for the school and local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$101,197$94,228▼ $6,969
Rtn Earn Endowment Incm Other Fnds$101,197$94,228▼ $6,969
Total Assets$101,197$94,228▼ $6,969
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$101,197$94,228▼ $6,969
Total Liabilities and Net Assets / Fund Balance$101,197$94,228▼ $6,969
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Alix ApfelbergPresident
Deidre CalbeckAuditor
Tanya SolankiExecutive VP
Rita ZhouFinancial Secretary
Aleks StanjevicHistorian
Ashish PatelIncoming Treasurer
Reeta LahtirantaParliamentarian
Chris OlstonSecretary
Sangum DesaiTreasurer
Veronika SmilakVP Communication
Revenue and Support

Revenue Composition

Contributions and Grants
$139,387
Program Service Revenue
$3,078
Investment Income
$0
Other Revenue
$0
All Other Contributions
$133,787
Change in Net Assets
$-6,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$149,434
Total Fundraising Expense$1,199
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$25,734--$25,734
Office Expenses-$7,489$1,199$8,688
Information Technology$5,470--$5,470
Total Functional Expenses$140,746$7,489$1,199$149,434
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 35% controlled entity
No
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

Governance Explanations

Members or stockholder classes and rights Part VI line 6

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

Member election for additional members Part VI line 7A

“The PTA members approve the nomination of officers at the annual meeting.”

Governing body decisions Part VI line 7B

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

Form 990 governing body review Part VI line 11

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

Conflict of interest policy compliance Part VI line 12C

“The PTA uses the CA State PTA Conflict of Interest Policy.”

Governing documents etc available to public Part VI line 19

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

Filing and Contact Details

Filer

Filer Name
Ardis Egan Jr High School PTA
EIN
77-0021356
Address
100 W Portola Ave, Los Altos, CA 94022
Doing Business As
PTA CA Con Egan Jr High Sch PT

Signing Officer

Name
Ashish Patel
Title
Incoming Treasu
Phone
6509172200
Signed
2023-09-08
Discuss with paid preparer
No

Organization Details

Formed
1984
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
150

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
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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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0219117
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0844851
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA includes parents and teachers who are paid members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The PTA members approve the nomination of officers at the annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decisions of the Board are approved by the members at a general meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is reported on at a general meeting and made available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA uses the CA State PTA Conflict of Interest Policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All governing documents and financial reports are available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0101197
IRS990/TotalAssetsEOYAmt094228
IRS990/TotalAssetsGrp/BOYAmt0101197
IRS990/TotalAssetsGrp/EOYAmt094228
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0139387
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01199
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07489
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140746
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149434
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0101197
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt094228
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0140746
IRS990/TotalProgramServiceRevenueAmt03078
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03078
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142465
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0101197
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt094228
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.eganschool.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashish Patel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Incoming Treasu
ReturnHeader/BusinessOfficerGrp/PhoneNum06509172200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ardis Egan Jr High School PTA
ReturnHeader/Filer/BusinessNameControlTxt0ARDI
ReturnHeader/Filer/EIN0770021356
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 W Portola Ave
ReturnHeader/Filer/USAddress/CityNm0Los Altos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094022
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/PreparationDt02023-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-06T17:40:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ashish
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Patel
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,228
Liabilities
$0
Net assets
$94,228
Revenue
$142,465
Expenses
$149,434
Net income
-$6,969
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