Civic Intelligence

Barron Park Elementary School PTA

990EZ • Fiscal year 2019 • EIN 77-0495556

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 22, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

34th percentile

-2.7%

Higher net margin than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-3.4%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$62,041

Down $2,199 (-3.4%) from 2018

Net Assets

Down

$62,041

Down $2,199 (-3.4%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$81,368

Down $12,641 (-13%) from 2018

Expenses

Down

$83,567

Down $33,399 (-29%) from 2018

Net Income

Up

-$2,199

Up $20,758 (+90%) from 2018

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

2019

Assets$62,041
Liabilities-
Net Assets$62,041

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

2019

Revenue$81,368
Expenses$83,567
Net Income-$2,199
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 22, 2019
Return Version
2018v3.1
Gross Receipts
$128,864
Mission and Program Overview

Mission

to support students staff and parents

to support students, staff and parents

Program Services

DescriptionGrantsExpenses
Program expenses including field trips, community buildingevents, assemblies, noon activities,site improvementsand technology$0$44,215
Expenses for educational supplies and instructional materials,as requested by the Principal and Teachers$0$37,776
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nakia DavisPresident-$0--
Ana ZachariasExec Vice President-$0--
Elizabeth GardnerVP Fundraising-$0--
Kristen LoVP Communications-$0--
Disha ChopraSecretary-$0--
Pearlin YangTreasurer-$0--
Scott AndersonVP School Activities-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction/Dinner$85,108$53,197$8,890$44,307
Total Events$85,108$53,197$40,801$12,396
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
Marlo Kitch
Title
Treasurer
Phone
6508580508
Signed
2019-08-22
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 1151.

Form 990EZ, Part I, Line 16

Program Activities 44215.

Form 990EZ, Part I, Line 16

Principal/Teacher/Classroom supplies 37776.

Raw XML Appendix214 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
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094306
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nakia Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ana Zacharias
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Elizabeth Gardner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristen Lo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Disha Chopra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Pearlin Yang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Scott Anderson
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/OtherExpensesTotalAmt083142
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students, staff and parents
IRS990EZ/ProgramServiceRevenueAmt02614
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Expenses for educational supplies and instructional materials,as requested by the Principal and Teachers
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037776
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt144215
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041141
IRS990EZ/SpecialEventsNetIncomeLossAmt015335
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083567
IRS990EZ/TotalProgramServiceExpensesAmt081991
IRS990EZ/TotalRevenueAmt081368
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt064491
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt085620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt073089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0109107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt092278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0424585
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt086785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0351544
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt040
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0776129
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0158766
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0179063
IRS990ScheduleA/Total509Grp/TotalAmt0776129
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0776169
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031911
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040801
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012396
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt031911
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08890
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Admin/Insurance/Bank/Misc 1151.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Activities 44215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Principal/Teacher/Classroom supplies 37776.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marlo Kitch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06508580508
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-22
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02019-08-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm023:35:05
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/PreparationDt02019-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-25T23:35:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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