Civic Intelligence

PTA Ca Con Lucille M Nixon Elementary

990EZ • Fiscal year 2023 • EIN 77-0265022

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 26, 2023

Organization Profilewww.lmnixon.org
1711 Stanford AveStanford, CA 94305-1061

(650) 865-1622

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

24th percentile

-13%

Higher net margin than 24% 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

20th percentile

-25%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

36th percentile

-7.2%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$34,800

Flat from 2023

Net Assets

$34,800

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin24th percentile

Revenue

Flat

$88,914

Flat from 2023

Expenses

Flat

$100,793

Flat from 2023

Net Income

Flat

-$11,879

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$100K$50K$0Assets 2011: $41,286Liabilities 2011: $02011Assets 2012: $85,748Net Assets 2012: $85,7482012Assets 2013: $71,575Net Assets 2013: $71,5752013Assets 2014: $29,980Net Assets 2014: $29,9802014Assets 2015: $34,442Liabilities 2015: $02015Assets 2016: $45,376Net Assets 2016: $45,3762016Assets 2017: $45,163Net Assets 2017: $45,1632017Assets 2018: $55,392Net Assets 2018: $55,3922018Assets 2019: $42,319Net Assets 2019: $42,3192019Assets 2020: $58,292Liabilities 2020: $0Net Assets 2020: $58,2922020Assets 2021: $62,920Liabilities 2021: $0Net Assets 2021: $62,9202021Assets 2022: $46,679Liabilities 2022: $0Net Assets 2022: $46,6792022Assets 2023: $34,800Liabilities 2023: $0Net Assets 2023: $34,8002023Assets 2023: $34,800Liabilities 2023: $02023Assets 2024: $33,537Liabilities 2024: $02024Assets 2025: $33,376Liabilities 2025: $0Net Assets 2025: $33,3762025

Highlighted filing

2023

Assets$34,800
Liabilities$0
Net Assets$34,800
Open 2023 Filing

Operations Trend

Revenue Growth36th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $65,519Expenses 2011: $58,290Net Income 2011: $7,2292011Revenue 2012: $103,317Expenses 2012: $58,855Net Income 2012: $44,4622012Revenue 2013: $95,293Expenses 2013: $109,466Net Income 2013: -$14,1732013Revenue 2014: $81,402Expenses 2014: $122,997Net Income 2014: -$41,5952014Revenue 2015: $93,853Expenses 2015: $89,391Net Income 2015: $4,4622015Revenue 2016: $94,838Expenses 2016: $83,904Net Income 2016: $10,9342016Revenue 2017: $103,482Expenses 2017: $103,695Net Income 2017: -$2132017Revenue 2018: $110,265Expenses 2018: $100,036Net Income 2018: $10,2292018Revenue 2019: $119,239Expenses 2019: $132,312Net Income 2019: -$13,0732019Revenue 2020: $115,684Expenses 2020: $99,711Net Income 2020: $15,9732020Revenue 2021: $70,923Expenses 2021: $66,295Net Income 2021: $4,6282021Revenue 2022: $95,853Expenses 2022: $112,094Net Income 2022: -$16,2412022Revenue 2023: $88,914Expenses 2023: $100,793Net Income 2023: -$11,8792023Revenue 2023: $88,914Expenses 2023: $100,793Net Income 2023: -$11,8792023Revenue 2024: $125,433Expenses 2024: $126,696Net Income 2024: -$1,2632024Revenue 2025: $119,151Expenses 2025: $119,312Net Income 2025: -$1612025

Highlighted filing

2023

Revenue$88,914
Expenses$100,793
Net Income-$11,879
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 26, 2023
Return Version
2022v5.0
Gross Receipts
$93,256
Mission and Program Overview

Mission

to support students staff and parents

Program Services

DescriptionGrantsExpenses
The PTA funds school and community events such as an ice skating party, junior museum, assemblies, promotion activities and other events-$52,993
The PTA funds instructional supplies, classroom materials and reimburses teachers for supplies-$45,211
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Colleen PreuningerPresident-$0--
Magdalena ReyesSecretary-$0--
Josh SalcmanTreasurer-$0--
Jennifer PanVP Fundraising-$0--
Esther ChenFinancial Secretary-$0--
Jessica Cde BacaVP Family Programs-$0--
Kelda JamisonVP Communication-$0--
Kate SkogenExecutive Vice President-$0--
Yi ChenVP Volunteers-$0--
Pavita FleischerHistorian-$0--
Scott LewFinancial Reviewer-$0--
Amy ShewardPrincipal-$0--
Ann KwolekTeacher Liasion-$0--
Filing and Contact Details

Filer

Filer Name
Lucille M Nixon Elementary Sch PTA
EIN
77-0265022
Address
1711 Stanford Ave, Stanford, CA 94305-1061

Signing Officer

Name
Jen Pan
Title
Treasurer
Phone
6508651622
Signed
2023-10-26
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 AmountAdmin/Insurance/Misc 2,589School and Teacher Support, Supplie 45,211Programs and Hospitality 52,993”

Raw XML Appendix213 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Colleen Preuninger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Magdalena Reyes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Josh Salcman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Pan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Esther Chen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jessica Cde Baca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kelda Jamison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kate Skogen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Yi Chen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Pavita Fleischer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Scott Lew
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Amy Sheward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Ann Kwolek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Family Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Communication
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Financial Reviewer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Teacher Liasion
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/ProgramServiceRevenueAmt017854
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/Filer/EIN0770265022
ReturnHeader/Filer/USAddress/AddressLine1Txt01711 Stanford Ave
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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/PreparationDt02023-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-26T14:27:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Pan
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,800
Liabilities
$0
Net assets
$34,800
Revenue
$88,914
Expenses
$100,793
Net income
-$11,879
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$1.19$1.19$0.00
2024Summary only. Only limited summary data is available for this year.$0.34$0.00$1.25$1.27$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.89$1.01$0.12
2023Summary only. Only limited summary data is available for this year.$0.35$0.00$0.89$1.01$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.96$1.12$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.71$0.66$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$1.16$1.00$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.42$1.19$1.32$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.10$1.00$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$1.03$1.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.95$0.84$0.11
2015Summary only. Only limited summary data is available for this year.$0.34$0.00$0.94$0.89$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.81$1.23$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.72$0.95$1.09$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.86$1.03$0.59$0.44
2011Summary only. Only limited summary data is available for this year.$0.41$0.00$0.66$0.58$0.07