Civic Intelligence

Almond Elementary School PTA

990 • Fiscal year 2020 • EIN 94-6171201

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 11, 2021

550 Almond AveLos Altos, CA 94022

(650) 917-5400

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

62nd percentile

14%

Higher net margin than 62% 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

67th percentile

20%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

79th percentile

21%

Faster revenue growth than 79% of similar nonprofits.

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

Assets

Up

$202,472

Up $34,326 (+20%) from 2019

Net Assets

Up

$202,472

Up $34,326 (+20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$253,398

Up $43,858 (+21%) from 2019

Expenses

Up

$219,072

Up $38,954 (+22%) from 2019

Net Income

Up

$34,326

Up $4,904 (+17%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $119,326Liabilities 2010: $0Net Assets 2010: $119,3262010Assets 2011: $116,851Liabilities 2011: $0Net Assets 2011: $116,8512011Assets 2012: $166,364Liabilities 2012: $0Net Assets 2012: $166,3642012Assets 2013: $167,847Liabilities 2013: $0Net Assets 2013: $167,8472013Assets 2014: $157,129Liabilities 2014: $0Net Assets 2014: $157,1292014Assets 2015: $166,067Liabilities 2015: $0Net Assets 2015: $166,0672015Assets 2016: $161,669Liabilities 2016: $0Net Assets 2016: $161,6692016Assets 2017: $119,755Liabilities 2017: $0Net Assets 2017: $119,7552017Assets 2018: $138,724Liabilities 2018: $0Net Assets 2018: $138,7242018Assets 2019: $168,146Liabilities 2019: $0Net Assets 2019: $168,1462019Assets 2020: $202,472Liabilities 2020: $0Net Assets 2020: $202,4722020Assets 2021: $180,641Liabilities 2021: $0Net Assets 2021: $180,6412021Assets 2022: $143,346Liabilities 2022: $0Net Assets 2022: $143,3462022Assets 2023: $205,655Liabilities 2023: $0Net Assets 2023: $205,6552023Assets 2024: $212,052Liabilities 2024: $7,082Net Assets 2024: $204,9702024Assets 2025: $207,840Liabilities 2025: $0Net Assets 2025: $207,8402025

Highlighted filing

2020

Assets$202,472
Liabilities$0
Net Assets$202,472

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $181,5562010Revenue 2011: $170,485Expenses 2011: $173,957Net Income 2011: -$3,4722011Revenue 2012: $333,015Expenses 2012: $283,503Net Income 2012: $49,5122012Expenses 2013: $244,6392013Revenue 2014: $380,408Expenses 2014: $391,126Net Income 2014: -$10,7182014Revenue 2015: $288,635Expenses 2015: $279,697Net Income 2015: $8,9382015Revenue 2016: $320,747Expenses 2016: $325,145Net Income 2016: -$4,3982016Revenue 2017: $201,334Expenses 2017: $243,248Net Income 2017: -$41,9142017Revenue 2018: $242,383Expenses 2018: $223,414Net Income 2018: $18,9692018Revenue 2019: $209,540Expenses 2019: $180,118Net Income 2019: $29,4222019Revenue 2020: $253,398Expenses 2020: $219,072Net Income 2020: $34,3262020Revenue 2021: $77,618Expenses 2021: $99,449Net Income 2021: -$21,8312021Revenue 2022: $132,060Expenses 2022: $169,355Net Income 2022: -$37,2952022Revenue 2023: $209,780Expenses 2023: $147,471Net Income 2023: $62,3092023Revenue 2024: $153,905Expenses 2024: $154,590Net Income 2024: -$6852024Revenue 2025: $176,868Expenses 2025: $173,998Net Income 2025: $2,8702025

Highlighted filing

2020

Revenue$253,398
Expenses$219,072
Net Income$34,326
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 11, 2021
Return Version
2019v5.1
Gross Receipts
$314,100
Mission and Program Overview

Mission

The Almond Elementary PTA is a

The Almond Elementary School PTA is a volunteer organization working on behalf of students and staff. The PTA works to improve the education, health and welfare of all children and youth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$168,146$202,472▲ $34,326
Rtn Earn Endowment Incm Other Fnds$168,146$202,472▲ $34,326
Total Assets$168,146$202,472▲ $34,326
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$168,146$202,472▲ $34,326
Total Liabilities and Net Assets / Fund Balance$168,146$202,472▲ $34,326
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andrea BockingPresident
Lien PercyExecutive Vice President
Rajen Sheth1st VP Technology
Carrie DeWitt2nd VP - Communication
Stefanie Friedland3rd VP - Membership
Chris LeeAuditor
Raquel MatteroliCo-Leadership
Deidre CaldbeckFinancial Secretary
Andrea KandaHistorian
Marcsi ElovsonParliamentarian
Leslie LeeSecretary
Joel MeyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$131,441
Program Service Revenue
$32,499
Investment Income
$728
Other Revenue
$88,730
All Other Contributions
$79,548
Change in Net Assets
$34,326

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 Table119$35,781Donor Advised
Total Noncash Contributions119$35,781-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$158,600
Other Expenses$60,472
Total Fundraising Expense$439
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$158,600--$158,600
Other Expenses$25,250--$25,250
Office Expenses-$7,663$439$8,102
Total Functional Expenses$210,970$7,663$439$219,072
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Los Altos School DistrictLos Altos, CA--$158,600
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$143,230
Fundraising Direct Expenses$56,319
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$98,063$73,550$7,020$66,530
WalkathonAu$74,935$63,667$10,741$52,926
Total Events$179,011$143,230$56,319$86,911
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
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 members include 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 annually.

Form 990 governing body review Part VI line 11

The Form 990 is reported at a general meeting and is made available for review.

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 reports are available for review upon request.

Filing and Contact Details

Filer

Filer Name
Almond Elementary School PTA
EIN
94-6171201
Address
550 Almond Ave, Los Altos, CA 94022
Doing Business As
PTA CA Con Almond Elem School

Signing Officer

Name
Gaurav Agrawal
Title
Treasurer
Phone
6509175400
Signed
2021-01-11
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
250

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt081060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0477948
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0728
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0209
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0112
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0161
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0181931
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0160460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0286899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02072584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0492422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03194296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0728
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0209
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0112
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0161
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01320
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt03672244
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0313372
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0299830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0346487
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02139073
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0573482
IRS990ScheduleA/Total509Grp/TotalAmt03672244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0314100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0300039
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0346597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02139185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0573643
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03673564
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt035781
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt024513
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt011268
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt056319
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WalkathonAu
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt098063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt074935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0179011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt073550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt063667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0143230
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt086911
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt024513
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt011268
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt035781
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02777
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020538
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07020
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010741
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0158600
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Los Altos School District
IRS990ScheduleI/RecipientTable/RecipientEIN0000000000
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0201 Covington Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Los Altos
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094024
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0119
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Auction Donations
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor Advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt035781
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA members include 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 annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is reported at a general meeting and is made available for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA uses the CA State PTA Conflict of Interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All governing documents and financial reports 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0168146
IRS990/TotalAssetsEOYAmt0202472
IRS990/TotalAssetsGrp/BOYAmt0168146
IRS990/TotalAssetsGrp/EOYAmt0202472
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0131441
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0439
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07663
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0210970
IRS990/TotalFunctionalExpensesGrp/TotalAmt0219072
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0168146
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0202472
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0210970
IRS990/TotalProgramServiceRevenueAmt032499
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt087639
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034318
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0253398
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0168146

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.00$2.08$1.77$1.74$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.07$2.05$1.54$1.55$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$2.10$1.47$0.62
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$1.32$1.69$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.78$0.99$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$2.53$2.19$0.34
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$2.10$1.80$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$2.42$2.23$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$2.01$2.43$0.42
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$3.21$3.25$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$2.89$2.80$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$3.80$3.91$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$2.45
2012Summary only. Only limited summary data is available for this year.$1.66$0.00$1.66$3.33$2.84$0.50
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$1.70$1.74$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$1.82