Civic Intelligence

Barron Park Elementary School PTA

990EZ • Fiscal year 2018 • EIN 77-0495556

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 15, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$64,240

Down $22,957 (-26%) from 2017

Net Assets

Down

$64,240

Down $22,957 (-26%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$94,009

Down $11,758 (-11%) from 2017

Expenses

Up

$116,966

Up $25,496 (+28%) from 2017

Net Income

Down

-$22,957

Down $37,254 (-261%) from 2017

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

2018

Assets$64,240
Liabilities-
Net Assets$64,240

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

2018

Revenue$94,009
Expenses$116,966
Net Income-$22,957
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 15, 2018
Return Version
2017v2.2
Gross Receipts
$159,913
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-$115,273
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNA RASHIDPresident-$0--
KRISTEN LOExec Vice President-$0--
ELIZABETH GARDNERVP Fundraising-$0--
MELISSA RACZVP Communications-$0--
JENNIFER SULLIVANSecretary-$0--
PEARLIN YANGTreasurer-$0--
LAURIE BEYERVP School Activities-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction/Dinner$107,539$60,761$12,301$48,460
Total Events$114,682$67,904$60,008$7,896
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
Pearlin Yang
Title
Treasurer
Phone
6508580508
Signed
2018-08-15
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 1293.

Form 990EZ, Part I, Line 16

Program Expenses 115273.

Raw XML Appendix193 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/USAddress/CityNm0Palo Alto
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOANNA RASHID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTEN LO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA RACZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PEARLIN YANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAURIE BEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP School Activities
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0116566
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students, staff and parents
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENSES FOR EDUCATIONAL SUPPLIES, INSTRUCTIONAL MATERIALS, BOOKS, SITE IMPROVEMENTS, AND COMMUNITY PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0115273
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt060008
IRS990EZ/SpecialEventsNetIncomeLossAmt07896
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt0116966
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IRS990EZ/TotalRevenueAmt094009
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt085620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0109107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt092278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0388662
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt074283
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt074525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0361702
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt042
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/Total509Grp/TotalAmt0750364
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0750406
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt046778
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt046778
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt060008
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction/Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0107539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07143
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0114682
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt060761
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07143
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067904
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07896
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt046778
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt046778
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0929
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013230
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012301
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Admin/Insurance/Bank/Misc 1293.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Expenses 115273.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06508580508
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
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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
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:44:51
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/PreparationDt02018-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-06T16:45:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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