Civic Intelligence

PTA Ca Con Gardner Bullis PTA

990 • Fiscal year 2020 • EIN 94-2937957

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 22, 2020

Organization ProfileN/A
25890 W Fremont AveLos Altos, CA 94022-2657

(650) 559-3200

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-132%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

6th percentile

-63%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-58%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$117,476

Down $198,550 (-63%) from 2019

Net Assets

Down

$117,476

Down $198,550 (-63%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin6th percentile

Revenue

Down

$150,638

Down $209,537 (-58%) from 2019

Expenses

Up

$349,188

Up $104,932 (+43%) from 2019

Net Income

Down

-$198,550

Down $314,469 (-271%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$600K$400K$200K$0Assets 2012: $189,105Liabilities 2012: $0Net Assets 2012: $189,1052012Assets 2013: $267,814Liabilities 2013: $0Net Assets 2013: $267,8142013Assets 2014: $288,876Liabilities 2014: $0Net Assets 2014: $288,8762014Assets 2015: $178,279Liabilities 2015: $0Net Assets 2015: $178,2792015Assets 2016: $147,178Liabilities 2016: $0Net Assets 2016: $147,1782016Assets 2017: $182,275Liabilities 2017: $0Net Assets 2017: $182,2752017Assets 2018: $200,107Liabilities 2018: $0Net Assets 2018: $200,1072018Assets 2019: $316,026Liabilities 2019: $0Net Assets 2019: $316,0262019Assets 2020: $117,476Liabilities 2020: $0Net Assets 2020: $117,4762020Assets 2021: $226,791Liabilities 2021: $0Net Assets 2021: $226,7912021Assets 2022: $488,314Liabilities 2022: $0Net Assets 2022: $488,3142022Assets 2023: $588,665Liabilities 2023: $0Net Assets 2023: $588,6652023Assets 2024: $434,398Liabilities 2024: $0Net Assets 2024: $434,3982024Assets 2025: $446,055Liabilities 2025: $0Net Assets 2025: $446,0552025

Highlighted filing

2020

Assets$117,476
Liabilities$0
Net Assets$117,476
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $367,649Expenses 2012: $346,284Net Income 2012: $21,3652012Expenses 2013: $349,1822013Revenue 2014: $485,272Expenses 2014: $464,210Net Income 2014: $21,0622014Revenue 2015: $225,602Expenses 2015: $336,199Net Income 2015: -$110,5972015Revenue 2016: $497,064Expenses 2016: $528,165Net Income 2016: -$31,1012016Revenue 2017: $151,359Expenses 2017: $116,262Net Income 2017: $35,0972017Revenue 2018: $300,735Expenses 2018: $282,903Net Income 2018: $17,8322018Revenue 2019: $360,175Expenses 2019: $244,256Net Income 2019: $115,9192019Revenue 2020: $150,638Expenses 2020: $349,188Net Income 2020: -$198,5502020Revenue 2021: $192,949Expenses 2021: $83,634Net Income 2021: $109,3152021Revenue 2022: $428,468Expenses 2022: $166,945Net Income 2022: $261,5232022Revenue 2023: $377,770Expenses 2023: $277,419Net Income 2023: $100,3512023Revenue 2024: $388,952Expenses 2024: $543,219Net Income 2024: -$154,2672024Revenue 2025: $426,359Expenses 2025: $414,702Net Income 2025: $11,6572025

Highlighted filing

2020

Revenue$150,638
Expenses$349,188
Net Income-$198,550
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 22, 2020
Return Version
2019v5.1
Gross Receipts
$173,913
Mission and Program Overview

Mission

to support students, staff and parents

To support students, staff and parents by supplying materials and activities to enhance learning and student growth

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$316,026$117,476▼ $198,550
Rtn Earn Endowment Incm Other Fnds$316,026$117,476▼ $198,550
Total Assets$316,026$117,476▼ $198,550
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$316,026$117,476▼ $198,550
Total Liabilities and Net Assets / Fund Balance$316,026$117,476▼ $198,550
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Annie SchmidtCo President
Jody VandergriffCo President
Emily PirozzoAuditor
Kay NicholsonFinancial Secretary
Alissa FarisHistorianMembership
Margaret PettitParliamentarian
Aileen BreslowSecretary
Helene KarlssonTreasurer
Margie SwainVP Communications
Kelly LoughlinVP Community Relations
Heidi MayonVP Revenue
Revenue and Support

Revenue Composition

Contributions and Grants
$54,107
Program Service Revenue
$41,233
Investment Income
$0
Other Revenue
$55,298
All Other Contributions
$51,845
Change in Net Assets
$-198,550

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table20$400Donor Advised
Total Noncash Contributions20$400-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$349,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$139,400$3,713-$139,400
Total Functional Expenses$345,475$3,713$0$349,188
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$69,272
Fundraising Direct Expenses$15,447
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$40,840$40,440$7,883$32,557
Walkathon$28,832$28,832$7,164$21,668
Total Events$69,672$69,272$15,447$53,825
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The PTA has members and volunteers.”

Member election for additional members Part VI line 7A

“Members vote for the officers annually.”

Governing body decisions Part VI line 7B

“The operating budget is approved annually by the members.”

Form 990 governing body review Part VI line 11

“The officers will have the Form 990 available upon request.”

Conflict of interest policy compliance Part VI line 12C

“The PTA uses the CA State PTA Conflict of Interest Policy. The auditor is charged with monitoring transactions.”

Governing documents etc available to public Part VI line 19

“All governing documents and financial data is available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Gardner Bullis PTA
EIN
94-2937957
Address
25890 W Fremont Ave, Los Altos, CA 94022-2657
Doing Business As
PTA CA Con Gardner Bullis PTA

Signing Officer

Name
Helene Karlsson
Title
Treasurer
Phone
6505593200
Signed
2020-09-22
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
100

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0173913
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0531192
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0492492
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0354943
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0653747
IRS990ScheduleA/Total509Grp/TotalAmt02206287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0173913
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0531192
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0492492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0355000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0653747
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02206344
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015447
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt028832
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt028832
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069272
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt053825
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015047
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07883
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07164
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt020
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Auction Donations
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor Advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0400
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA has members and volunteers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members vote for the officers annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The operating budget is approved annually by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The officers will have the Form 990 available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA uses the CA State PTA Conflict of Interest Policy. The auditor is charged with monitoring transactions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All governing documents and financial data is available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0117476
IRS990/TotalAssetsGrp/BOYAmt0316026
IRS990/TotalAssetsGrp/EOYAmt0117476
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt054107
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03713
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0345475
IRS990/TotalFunctionalExpensesGrp/TotalAmt0349188
IRS990/TotalGrossUBIAmt053825
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0316026
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0117476
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0345475
IRS990/TotalProgramServiceRevenueAmt041233
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042706
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0150638
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt053825
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0316026
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0117476
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Helene Karlsson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06505593200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Gardner Bullis PTA
ReturnHeader/Filer/BusinessNameControlTxt0GARD
ReturnHeader/Filer/EIN0942937957
ReturnHeader/Filer/USAddress/AddressLine1Txt025890 W Fremont Ave
ReturnHeader/Filer/USAddress/CityNm0Los Altos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,476
Liabilities
$0
Net assets
$117,476
Revenue
$150,638
Expenses
$349,188
Net income
-$198,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$0.00$4.46$4.26$4.15$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$4.34$3.89$5.43$1.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$3.78$2.77$1.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.00$4.88$4.28$1.67$2.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$1.93$0.84$1.09
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.51$3.49$1.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$3.60$2.44$1.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$3.01$2.83$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$1.51$1.16$0.35
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$4.97$5.28$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$2.26$3.36$1.11
2014Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$4.85$4.64$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.00$2.68$3.49
2012Summary only. Only limited summary data is available for this year.$1.89$0.00$1.89$3.68$3.46$0.21