Civic Intelligence

PTA Ca Con Ellen Fletcher Middle School PTA

990EZ • Fiscal year 2016 • EIN 77-0567364

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 02, 2016

655 Arastradero RoadPalo Alto, CA 94306

(650) 856-9810

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

35th percentile

-2.3%

Higher net margin than 35% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

35th percentile

-5.6%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

58th percentile

6.2%

Faster revenue growth than 58% of similar nonprofits.

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

Assets

Down

$46,539

Down $2,765 (-5.6%) from 2015

Net Assets

Down

$46,539

Down $2,765 (-5.6%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$120,991

Up $7,035 (+6.2%) from 2015

Expenses

Up

$123,756

Up $18,052 (+17%) from 2015

Net Income

Down

-$2,765

Down $11,017 (-134%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $57,193Liabilities 2012: $02012Assets 2013: $78,649Liabilities 2013: $02013Assets 2014: $41,052Net Assets 2014: $41,0522014Assets 2015: $49,304Net Assets 2015: $49,3042015Assets 2016: $46,539Net Assets 2016: $46,5392016Assets 2017: $66,171Net Assets 2017: $66,1712017Assets 2018: $74,134Liabilities 2018: $02018Assets 2019: $59,283Net Assets 2019: $59,2832019Assets 2020: $59,760Liabilities 2020: $0Net Assets 2020: $59,7602020Assets 2021: $60,883Liabilities 2021: $0Net Assets 2021: $60,8832021Assets 2022: $53,992Liabilities 2022: $0Net Assets 2022: $53,9922022Assets 2023: $65,200Liabilities 2023: $0Net Assets 2023: $65,2002023Assets 2024: $58,419Liabilities 2024: $0Net Assets 2024: $58,4192024Assets 2025: $53,323Liabilities 2025: $0Net Assets 2025: $53,3232025

Highlighted filing

2016

Assets$46,539
Liabilities-
Net Assets$46,539

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $91,311Expenses 2012: $78,404Net Income 2012: $12,9072012Revenue 2013: $107,875Expenses 2013: $86,419Net Income 2013: $21,4562013Revenue 2014: $97,059Expenses 2014: $134,656Net Income 2014: -$37,5972014Revenue 2015: $113,956Expenses 2015: $105,704Net Income 2015: $8,2522015Revenue 2016: $120,991Expenses 2016: $123,756Net Income 2016: -$2,7652016Revenue 2017: $138,142Expenses 2017: $118,510Net Income 2017: $19,6322017Revenue 2018: $154,908Expenses 2018: $146,945Net Income 2018: $7,9632018Revenue 2019: $134,128Expenses 2019: $148,979Net Income 2019: -$14,8512019Revenue 2020: $127,550Expenses 2020: $127,073Net Income 2020: $4772020Revenue 2021: $81,754Expenses 2021: $80,631Net Income 2021: $1,1232021Revenue 2022: $89,883Expenses 2022: $96,774Net Income 2022: -$6,8912022Revenue 2023: $89,954Expenses 2023: $78,746Net Income 2023: $11,2082023Revenue 2024: $78,096Expenses 2024: $84,877Net Income 2024: -$6,7812024Revenue 2025: $69,111Expenses 2025: $74,207Net Income 2025: -$5,0962025

Highlighted filing

2016

Revenue$120,991
Expenses$123,756
Net Income-$2,765
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$131,890
Mission and Program Overview

Mission

To promote the welfare of children

To promote the welfare of children and youth at school, at home, and in the community. To support students, teachers, staff and parents with educational opportunities.

Program Services

DescriptionGrantsExpenses
Grants to Terman Middle School as requested by faculty and administrators, including instructional materials books, music, supplies, technology and other equipment.$63,521$63,521
Organize and fund activities for students, staff and parents such as back-to-school orientation, science camp, carnival, parent education, bike safety$58,166$58,166
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PRERANA VAIDFYAPresidentPT$0--
DOLLY SRIVASTAVAExec VP-$0--
NANCY KROPVP AdvocacyPT$0--
MELISSA YUCELINA VELASQUEZCo VP School Activities-$0--
NISHA DATTAVP Community Activities-$0--
MARCIA CHANGVP Ways And Means-$0--
EVA DOBROVVP Communications-$0--
CHERYL BURNSGRETA G OLBRICHSecretary-$0--
NELLY LEONGTreasurerPT$0--
DAVID JAGODAAuditor-$0--
AILEEN SCHMOLLER AILEEN COHENCo Historian-$0--
SAMINA SHETTYParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
8th Grade$14,520$14,520$9,548$4,972
Total Events$14,520$14,520$9,548$4,972
Filing and Contact Details

Filer

Filer Name
PTA CA Con Terman Middle School
EIN
77-0567364
Phone
6508569810
Address
655 Arastradero Road, Palo Alto, CA 94306

Signing Officer

Name
Cleia Dantas
Title
Treasurer
Phone
6508569810
Signed
2016-11-02
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 10

To support students, staff and parents; education; terman middle school: 655 arastradero raod, palo

Form 990EZ, Part I, Line 16

PTA Admin Expenses 2069.

Raw XML Appendix199 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/PersonNm0TREASURER
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palo Alto
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094306
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049304
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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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PRERANA VAIDFYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOLLY SRIVASTAVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY KROP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA YUCELINA VELASQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NISHA DATTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARCIA CHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EVA DOBROV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHERYL BURNSGRETA G OLBRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NELLY LEONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DAVID JAGODA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10AILEEN SCHMOLLER AILEEN COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SAMINA SHETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Advocacy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co VP School Activities
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Community Activities
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Co Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02069
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of children and youth at school, at home, and in the community. To support students, teachers, staff and parents with educational opportunities.
IRS990EZ/ProgramServiceRevenueAmt07926
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to Terman Middle School as requested by faculty and administrators, including instructional materials books, music, supplies, technology and other equipment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Organize and fund activities for students, staff and parents such as back-to-school orientation, science camp, carnival, parent education, bike safety
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt063521
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt158166
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063521
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt158166
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09548
IRS990EZ/SpecialEventsNetIncomeLossAmt08527
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0123756
IRS990EZ/TotalProgramServiceExpensesAmt0121687
IRS990EZ/TotalRevenueAmt0120991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.terman.paloaltopta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0102085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt094311
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt088907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0107760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt091227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0484290
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt066
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0122
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0115
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt084
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0423
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt076597
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0122
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0115
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt084
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0423
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0560887
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0131854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0114717
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0115329
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107760
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091227
IRS990ScheduleA/Total509Grp/TotalAmt0560887
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0561310
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09548
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm08th Grade
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014520
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014520
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04972
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09548
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT STUDENTS, STAFF AND PARENTS; EDUCATION; TERMAN MIDDLE SCHOOL: 655 ARASTRADERO RAOD, PALO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA Admin Expenses 2069.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLEIA DANTAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06508569810
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Terman Middle School
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0770567364
ReturnHeader/Filer/PhoneNum06508569810
ReturnHeader/Filer/USAddress/AddressLine1Txt0655 Arastradero Road
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/PreparationDt02016-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-01T21:10:05-07:00
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.$0.53$0.00$0.53$0.69$0.74$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.78$0.85$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.90$0.79$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.90$0.97$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.82$0.81$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.28$1.27$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.59$1.34$1.49$0.15
2018Summary only. Only limited summary data is available for this year.$0.74$0.00$1.55$1.47$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.38$1.19$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.47$1.21$1.24$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.14$1.06$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.97$1.35$0.38
2013Summary only. Only limited summary data is available for this year.$0.79$0.00$1.08$0.86$0.21
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.91$0.78$0.13