Civic Intelligence

PTA Ca Con Addison Elementary School

990 • Fiscal year 2022 • EIN 94-6171181

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 03, 2022

Organization ProfileN/A
650 Addison AvePalo Alto, CA 94301

(650) 322-5935

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

37%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$112,138

Up $17,192 (+18%) from 2021

Net Assets

Up

$112,138

Up $17,192 (+18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin74th percentile

Revenue

Up

$72,258

Up $19,447 (+37%) from 2021

Expenses

Down

$55,066

Down $8,886 (-14%) from 2021

Net Income

Up

$17,192

Up $28,333 (+254%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$150K$100K$50K$0Assets 2012: $80,757Liabilities 2012: $02012Assets 2013: $74,879Liabilities 2013: $02013Assets 2014: $77,799Liabilities 2014: $02014Assets 2015: $112,292Net Assets 2015: $112,2922015Assets 2016: $126,328Net Assets 2016: $126,3282016Assets 2017: $108,340Net Assets 2017: $108,3402017Assets 2018: $117,286Liabilities 2018: $0Net Assets 2018: $117,2862018Assets 2019: $113,501Liabilities 2019: $0Net Assets 2019: $113,5012019Assets 2020: $106,087Liabilities 2020: $0Net Assets 2020: $106,0872020Assets 2021: $94,946Liabilities 2021: $0Net Assets 2021: $94,9462021Assets 2022: $112,138Liabilities 2022: $0Net Assets 2022: $112,1382022Assets 2023: $100,226Liabilities 2023: $0Net Assets 2023: $100,2262023Assets 2024: $55,782Liabilities 2024: $0Net Assets 2024: $55,7822024Assets 2025: $61,767Liabilities 2025: $0Net Assets 2025: $61,7672025

Highlighted filing

2022

Assets$112,138
Liabilities$0
Net Assets$112,138
Open 2022 Filing

Operations Trend

Revenue Growth68th percentile

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

$200K$100K$0-$100KRevenue 2012: $115,017Expenses 2012: $128,778Net Income 2012: -$13,7612012Revenue 2013: $109,904Expenses 2013: $115,782Net Income 2013: -$5,8782013Revenue 2014: $122,877Expenses 2014: $119,957Net Income 2014: $2,9202014Revenue 2015: $147,800Expenses 2015: $113,307Net Income 2015: $34,4932015Revenue 2016: $122,560Expenses 2016: $108,524Net Income 2016: $14,0362016Revenue 2017: $142,899Expenses 2017: $160,887Net Income 2017: -$17,9882017Revenue 2018: $132,851Expenses 2018: $123,905Net Income 2018: $8,9462018Revenue 2019: $117,345Expenses 2019: $121,130Net Income 2019: -$3,7852019Revenue 2020: $159,735Expenses 2020: $167,149Net Income 2020: -$7,4142020Revenue 2021: $52,811Expenses 2021: $63,952Net Income 2021: -$11,1412021Revenue 2022: $72,258Expenses 2022: $55,066Net Income 2022: $17,1922022Revenue 2023: $84,429Expenses 2023: $96,341Net Income 2023: -$11,9122023Revenue 2024: $81,869Expenses 2024: $126,313Net Income 2024: -$44,4442024Revenue 2025: $114,984Expenses 2025: $108,999Net Income 2025: $5,9852025

Highlighted filing

2022

Revenue$72,258
Expenses$55,066
Net Income$17,192
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 3, 2022
Return Version
2021v4.2
Gross Receipts
$92,809
Mission and Program Overview

Mission

Promote cooperation between parents and teachers in the education of children and youth.

to support students, staff and parents at the Addison Elementary School

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$94,946$112,138▲ $17,192
Rtn Earn Endowment Incm Other Fnds$94,946$112,138▲ $17,192
Total Assets$94,946$112,138▲ $17,192
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$94,946$112,138▲ $17,192
Total Liabilities and Net Assets / Fund Balance$94,946$112,138▲ $17,192
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Julia MoranPresident
Lisa Bertelsen-KivettExecutive Vice President
Liz EdenAuditor
Rochelle GerstnerFinancial Secretary
Sarah KimballHistorian
Arun AggarwalParliamentarian
Raluca PerkinsSecretary
Janice ParkTreasurer
Courtney FennimoreVP Fundraising
John YoungVP of Communications
Sarah GibbsVP Outreach and Membership
Roberta PinheiroVP Safety and Education
Revenue and Support

Revenue Composition

Contributions and Grants
$55,217
Program Service Revenue
$759
Investment Income
$9
Other Revenue
$16,273
All Other Contributions
$40,603
Change in Net Assets
$17,192

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 Table352$14,614Donor Advised
Total Noncash Contributions352$14,614-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,066
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$37,892--$37,892
Office Expenses-$4,084-$4,084
Total Functional Expenses$50,982$4,084$0$55,066
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,824
Fundraising Direct Expenses$20,551
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$51,438$36,824$5,937$30,887
Total Events$51,438$36,824$20,551$16,273
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 membership includes parents, staff and teachers.”

Member election for additional members Part VI line 7A

“The members elect the officers and vote on important issues.”

Governing body decisions Part VI line 7B

“The annual budget is approved by the members.”

Form 990 governing body review Part VI line 11

“The Form 990 is reported at a general meeting and made available for review upon request.”

Conflict of interest policy compliance Part VI line 12C

“The PTA uses the CA State PTA conflict of interest policy.”

Governing documents etc available to public Part VI line 19

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

Filing and Contact Details

Filer

Filer Name
Addison Elementary School PTA
EIN
94-6171181
Address
650 Addison Ave, Palo Alto, CA 94301
Doing Business As
PTA CA Con Addison Elem Sch PT

Signing Officer

Name
Janice Park
Title
Treasurer
Phone
6503225935
Signed
2022-11-03
Discuss with paid preparer
Yes

Organization Details

Formed
1927
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
150

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0256673
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0239691
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0School Auction Items
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor Advised
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA membership includes parents, staff and teachers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The members elect the officers and vote on important issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The annual budget is approved by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is reported at a general meeting and made available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA uses the CA State PTA conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All governing documents and financial data are 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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Janice Park
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06503225935
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Addison Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0ADDI
ReturnHeader/Filer/EIN0946171181
ReturnHeader/Filer/USAddress/AddressLine1Txt0650 Addison Ave
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770337811
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

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,138
Liabilities
$0
Net assets
$112,138
Revenue
$72,258
Expenses
$55,066
Net income
$17,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.15$1.09$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.82$1.26$0.44
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.84$0.96$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.72$0.55$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.53$0.64$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.60$1.67$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.17$1.21$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.33$1.24$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.08$1.08$1.43$1.61$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.23$1.09$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.48$1.13$0.34
2014Summary only. Only limited summary data is available for this year.$0.78$0.00$1.23$1.20$0.03
2013Summary only. Only limited summary data is available for this year.$0.75$0.00$1.10$1.16$0.06
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$1.15$1.29$0.14