Civic Intelligence

PTA Ca Con Lucille M Nixon Elementary

990EZ • Fiscal year 2014 • EIN 77-0265022

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

Organization Profilewww.lmnixon.org
1711 Stanford Avenue94305-1061

(650) 865-1622

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

8th percentile

-51%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

7th percentile

-58%

Faster asset growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$29,980

Down $41,595 (-58%) from 2013

Net Assets

Down

$29,980

Down $41,595 (-58%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$81,402

Down $13,891 (-15%) from 2013

Expenses

Up

$122,997

Up $13,531 (+12%) from 2013

Net Income

Down

-$41,595

Down $27,422 (-193%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth7th 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: $02023Assets 2024: $33,537Liabilities 2024: $02024Assets 2025: $33,376Liabilities 2025: $0Net Assets 2025: $33,3762025

Highlighted filing

2014

Assets$29,980
Liabilities-
Net Assets$29,980
Open 2014 Filing

Operations Trend

Revenue Growth27th 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 2024: $125,433Expenses 2024: $126,696Net Income 2024: -$1,2632024Revenue 2025: $119,151Expenses 2025: $119,312Net Income 2025: -$1612025

Highlighted filing

2014

Revenue$81,402
Expenses$122,997
Net Income-$41,595
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$86,572
Mission and Program Overview

Mission

to support students staff and parents

to support students, staff and parents

Program Services

DescriptionGrantsExpenses
The PTA grants fund instructional supplies, the library, classroom materials, staff development, community programs, and the school newsletter$95,333$95,333
THE PTA SUPPORTS NEW EQUIPMENT PURCHASES AND TECHNOLOGY FOR THE SCHOOL$18,479$18,479
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUDREY GOLDPresidentPT$0--
MELISSA WILKINSONExec Vice PresidentPT$0--
KIMBERLY LEEVP CommunicationsPT$0--
CAROLYN SOLOMONVP Student Prog-$0--
AMMIE RODDENVP - Family Prog-$0--
CLAIRE BLOOMTreasurerPT$0--
CRAIG MALLERYSecretary-$0--
TAESUK KIMFinancial Secretary-$0--
Filing and Contact Details

Filer

EIN
77-0265022
Phone
6508651622

Signing Officer

Name
Jenna Bollyky
Title
Treasurer
Phone
6508651622
Signed
2014-11-13

Preparer

Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“To support students,staff and parents educational lucille m nixon elementary host school 113812.”

Form 990EZ, Part I, Line 16

“Admin/insurance/misc 1030. Programs and hospitality 8155.”

Raw XML Appendix171 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNA BOLLYKY
IRS990EZ/BooksInCareOfDetail/PhoneNum06508651622
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101711 Stanford Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/City0Stanford
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0943051061
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071575
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029980
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt058575
IRS990EZ/CostOfGoodsSoldAmt05170
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-41595
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071575
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029980
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0113812
IRS990EZ/GrossProfitLossSlsOfInvntryAmt020587
IRS990EZ/GrossReceiptsAmt086572
IRS990EZ/GrossSalesOfInventoryAmt025757
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02240
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071575
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029980
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071575
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029980
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AUDREY GOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA WILKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIMBERLY LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROLYN SOLOMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMMIE RODDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CLAIRE BLOOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CRAIG MALLERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TAESUK KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Student Prog
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP - Family Prog
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Financial Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09185
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students, staff and parents
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTA grants fund instructional supplies, the library, classroom materials, staff development, community programs, and the school newsletter
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PTA SUPPORTS NEW EQUIPMENT PURCHASES AND TECHNOLOGY FOR THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt095333
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118479
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt095333
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118479
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0122997
IRS990EZ/TotalProgramServiceExpensesAmt0113812
IRS990EZ/TotalRevenueAmt081402
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.lmnixon.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt071212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt091099
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0299474
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0330
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025757
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027351
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013435
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028918
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0103879
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0330
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0337
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00440
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99560
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0403353
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086572
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt098563
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0104534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049198
IRS990ScheduleA/Total509Grp/TotalAmt0403353
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0403690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT STUDENTS,STAFF AND PARENTS EDUCATIONAL LUCILLE M NIXON ELEMENTARY HOST SCHOOL 113812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMIN/INSURANCE/MISC 1030. PROGRAMS AND HOSPITALITY 8155.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNA BOLLYKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06508651622
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA CA Con Lucille M Nixon Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0770265022
ReturnHeader/Filer/PhoneNum06508651622
ReturnHeader/Filer/USAddress/AddressLine101711 Stanford Avenue
ReturnHeader/Filer/USAddress/City0Stanford
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0943051061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SUSAN P PINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104109 DONALD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-12T19:56:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,980
Liabilities
-
Net assets
$29,980
Revenue
$81,402
Expenses
$122,997
Net income
-$41,595
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits