Civic Intelligence

Barron Park Elementary School PTA

990EZ • Fiscal year 2016 • EIN 77-0495556

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 24, 2016

800 Barron AvePalo Alto, CA 94306

(650) 858-0508

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

82nd percentile

41%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

-3.5%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$72,900

Up $21,326 (+41%) from 2015

Net Assets

Up

$72,900

Up $21,326 (+41%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$102,974

Down $3,740 (-3.5%) from 2015

Expenses

Down

$81,648

Down $6,155 (-7.0%) from 2015

Net Income

Up

$21,326

Up $2,415 (+13%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $32,477Net Assets 2012: $32,4772012Assets 2013: $35,895Net Assets 2013: $35,8952013Assets 2014: $32,663Net Assets 2014: $32,6632014Assets 2015: $51,574Net Assets 2015: $51,5742015Assets 2016: $72,900Net Assets 2016: $72,9002016Assets 2017: $87,197Net Assets 2017: $87,1972017Assets 2018: $64,240Net Assets 2018: $64,2402018Assets 2019: $62,041Net Assets 2019: $62,0412019Assets 2020: $105,549Liabilities 2020: $0Net Assets 2020: $105,5492020Assets 2021: $126,316Liabilities 2021: $0Net Assets 2021: $126,3162021Assets 2022: $139,012Liabilities 2022: $0Net Assets 2022: $139,0122022Assets 2023: $132,665Liabilities 2023: $0Net Assets 2023: $132,6652023Assets 2024: $91,582Liabilities 2024: $0Net Assets 2024: $91,5822024Assets 2025: $72,125Liabilities 2025: $0Net Assets 2025: $72,1252025

Highlighted filing

2016

Assets$72,900
Liabilities-
Net Assets$72,900

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $42,743Expenses 2012: $34,599Net Income 2012: $8,1442012Revenue 2013: $84,721Expenses 2013: $81,303Net Income 2013: $3,4182013Revenue 2014: $85,151Expenses 2014: $88,383Net Income 2014: -$3,2322014Revenue 2015: $106,714Expenses 2015: $87,803Net Income 2015: $18,9112015Revenue 2016: $102,974Expenses 2016: $81,648Net Income 2016: $21,3262016Revenue 2017: $105,767Expenses 2017: $91,470Net Income 2017: $14,2972017Revenue 2018: $94,009Expenses 2018: $116,966Net Income 2018: -$22,9572018Revenue 2019: $81,368Expenses 2019: $83,567Net Income 2019: -$2,1992019Revenue 2020: $99,336Expenses 2020: $55,828Net Income 2020: $43,5082020Revenue 2021: $88,577Expenses 2021: $67,810Net Income 2021: $20,7672021Revenue 2022: $64,925Expenses 2022: $52,229Net Income 2022: $12,6962022Revenue 2023: $63,975Expenses 2023: $63,519Net Income 2023: $4562023Revenue 2024: $51,674Expenses 2024: $92,757Net Income 2024: -$41,0832024Revenue 2025: $85,822Expenses 2025: $105,279Net Income 2025: -$19,4572025

Highlighted filing

2016

Revenue$102,974
Expenses$81,648
Net Income$21,326
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 24, 2016
Return Version
2015v2.1
Gross Receipts
$158,774
Mission and Program Overview

Mission

to support students staff and parents

to support students, staff and parents

Program Services

DescriptionGrantsExpenses
EXPENSES FOR EDUCATIONAL SUPPLIES, INSTRUCTIONAL MATERIALS, BOOKS, SITE IMPROVEMENTS, AND COMMUNITY PROGRAMS-$77,220
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE LAWERPresident-$0--
JOANNA RASHIDExec VP-$0--
JENNIFER SULLIVANVP Fundraising-$0--
ANGELICA MARTINVP Community-$0--
LISA SELMANSecretary-$0--
MICHAEL NANEVICZTreasurer-$0--
YI CAOVP School Activities-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction/Dinner$123,368$41,577$12,864$28,713
Total Events$123,368$41,577$54,611$-13,034
Filing and Contact Details

Filer

Filer Name
PTA CA Con Barron Park Elementary
EIN
77-0495556
Phone
6508580508
Address
800 Barron Ave, Palo Alto, CA 94306

Signing Officer

Name
Karen Nanevicz
Title
Treasurer
Phone
6508580508
Signed
2016-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Susan P Pines
Address
4109 DONALD DR, PALO ALTO, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Admin/Insurance/Bank/Misc 860.

Form 990EZ, Part I, Line 16

Program Expenses 77220.

Raw XML Appendix182 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KAREN NANEVICZ
IRS990EZ/BooksInCareOfDetail/PhoneNum06508580508
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 Barron Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palo Alto
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094306
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051574
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072900
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0108603
IRS990EZ/CostOfGoodsSoldAmt01019
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021326
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0370
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051574
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0503
IRS990EZ/GrossReceiptsAmt0158774
IRS990EZ/GrossSalesOfInventoryAmt01522
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0504
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051574
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072900
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072900
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNE LAWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOANNA RASHID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELICA MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA SELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL NANEVICZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6YI CAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Community
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP School Activities
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt078080
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students, staff and parents
IRS990EZ/PrintingPublicationsPostageAmt03198
IRS990EZ/ProgramServiceRevenueAmt06390
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENSES FOR EDUCATIONAL SUPPLIES, INSTRUCTIONAL MATERIALS, BOOKS, SITE IMPROVEMENTS, AND COMMUNITY PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt077220
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt054781
IRS990EZ/SpecialEventsNetIncomeLossAmt0-13034
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081648
IRS990EZ/TotalProgramServiceExpensesAmt077220
IRS990EZ/TotalRevenueAmt0102974
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0109107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt092278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt058252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0308660
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt086785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt074525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt032461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0295452
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt049
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0604112
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0158766
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0179063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0103093
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072477
IRS990ScheduleA/Total509Grp/TotalAmt0604112
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0604161
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt081791
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt081791
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt054611
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction/Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0123368
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0123368
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041577
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-13034
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt041747
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt041747
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012864
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012864
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Admin/Insurance/Bank/Misc 860.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Expenses 77220.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN NANEVICZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06508580508
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Barron Park Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0770495556
ReturnHeader/Filer/PhoneNum06508580508
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 Barron Ave
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094306
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/PreparationDt02016-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-04T19:02:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.86$1.05$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.52$0.93$0.41
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.64$0.64$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.65$0.52$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.89$0.68$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.99$0.56$0.44
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.81$0.84$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.94$1.17$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.87$1.06$0.91$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.03$0.82$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.52$1.07$0.88$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.85$0.88$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.36$0.85$0.81$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.32$0.43$0.35$0.08