Civic Intelligence

PTA Ca Con Gardner Bullis PTA

990 • Fiscal year 2023 • EIN 94-2937957

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 06, 2023

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-12%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$588,665

Up $100,351 (+21%) from 2022

Net Assets

Up

$588,665

Up $100,351 (+21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin79th percentile

Revenue

Down

$377,770

Down $50,698 (-12%) from 2022

Expenses

Up

$277,419

Up $110,474 (+66%) from 2022

Net Income

Down

$100,351

Down $161,172 (-62%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2023

Assets$588,665
Liabilities$0
Net Assets$588,665
Open 2023 Filing

Operations Trend

Revenue Growth24th 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

2023

Revenue$377,770
Expenses$277,419
Net Income$100,351
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 6, 2023
Return Version
2022v5.0
Gross Receipts
$523,006
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$488,314$588,665▲ $100,351
Rtn Earn Endowment Incm Other Fnds$488,314$588,665▲ $100,351
Total Assets$488,314$588,665▲ $100,351
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$488,314$588,665▲ $100,351
Total Liabilities and Net Assets / Fund Balance$488,314$588,665▲ $100,351
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Taryn MerkleyPresident
Uyen NguyenExecutive Vice President
Geetika VirkAuditor
Helene KarlssonFinancial Secretary
Ivana ChangHistorianMembership
Christine BrucknerLos Altos Sch Dist Ambassador
Ali GranberyParliamentarian
Kim McCannSecretary
Siri EikedalTreasurer
Gilda FossVP Communications
Abi MullensVP Community Relations
Tim FitzgibbonVP Revenue
Revenue and Support

Revenue Composition

Contributions and Grants
$160,062
Program Service Revenue
$24,212
Investment Income
$2,430
Other Revenue
$191,066
All Other Contributions
$85,477
Change in Net Assets
$100,351

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 Table100$72,824Donor Advised
Total Noncash Contributions100$72,824-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,419
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$130,402--$130,402
Office Expenses-$5,116-$5,116
Total Functional Expenses$272,303$5,116$0$277,419
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$336,302
Fundraising Direct Expenses$145,236
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$380,810$307,986$64,399$243,587
Walkathon$28,316$28,316$8,013$20,303
Total Events$409,126$336,302$145,236$191,066
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yun Huh
Title
Treasurer
Phone
6505593200
Signed
2023-10-06
Discuss with paid preparer
No

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
200

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
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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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$588,665
Liabilities
$0
Net assets
$588,665
Revenue
$377,770
Expenses
$277,419
Net income
$100,351
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
2023Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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