Civic Intelligence

El Carmelo Elementary School PTA

990EZ • Fiscal year 2019 • EIN 94-6172023

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 09, 2019

3024 Bryant StPalo Alto, CA 94306-2335

(650) 856-0960

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 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

15th percentile

-23%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$54,407

Down $20,623 (-27%) from 2018

Net Assets

$54,407

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$87,864

Down $14,789 (-14%) from 2018

Expenses

Up

$108,487

Up $15,448 (+17%) from 2018

Net Income

Down

-$20,623

Down $30,237 (-315%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $146,230Net Assets 2011: $146,2302011Assets 2012: $167,358Net Assets 2012: $167,3582012Assets 2013: $164,483Net Assets 2013: $164,4832013Assets 2014: $127,475Net Assets 2014: $127,4752014Assets 2015: $93,674Net Assets 2015: $93,6742015Assets 2016: $79,940Net Assets 2016: $79,9402016Assets 2017: $65,416Net Assets 2017: $65,4162017Assets 2018: $75,030Liabilities 2018: $02018Assets 2019: $54,407Net Assets 2019: $54,4072019Assets 2020: $31,659Liabilities 2020: $0Net Assets 2020: $31,6592020Assets 2021: $28,957Liabilities 2021: $0Net Assets 2021: $28,9572021Assets 2022: $14,444Liabilities 2022: $0Net Assets 2022: $14,4442022Assets 2023: $17,546Liabilities 2023: $02023Assets 2024: $15,917Liabilities 2024: $02024

Highlighted filing

2019

Assets$54,407
Liabilities-
Net Assets$54,407

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $84,555Expenses 2011: $58,040Net Income 2011: $26,5152011Revenue 2012: $87,869Expenses 2012: $66,741Net Income 2012: $21,1282012Revenue 2013: $82,707Expenses 2013: $85,582Net Income 2013: -$2,8752013Revenue 2014: $80,463Expenses 2014: $117,471Net Income 2014: -$37,0082014Revenue 2015: $85,349Expenses 2015: $119,150Net Income 2015: -$33,8012015Revenue 2016: $90,044Expenses 2016: $103,778Net Income 2016: -$13,7342016Revenue 2017: $85,428Expenses 2017: $99,952Net Income 2017: -$14,5242017Revenue 2018: $102,653Expenses 2018: $93,039Net Income 2018: $9,6142018Revenue 2019: $87,864Expenses 2019: $108,487Net Income 2019: -$20,6232019Revenue 2020: $87,740Expenses 2020: $110,488Net Income 2020: -$22,7482020Revenue 2021: $54,024Expenses 2021: $56,726Net Income 2021: -$2,7022021Revenue 2022: $62,901Expenses 2022: $77,414Net Income 2022: -$14,5132022Revenue 2023: $57,139Expenses 2023: $54,037Net Income 2023: $3,1022023Revenue 2024: $77,030Expenses 2024: $78,659Net Income 2024: -$1,6292024

Highlighted filing

2019

Revenue$87,864
Expenses$108,487
Net Income-$20,623
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 9, 2019
Return Version
2018v3.1
Gross Receipts
$90,195
Mission and Program Overview

Mission

to support students, staff & parents

Program Services

DescriptionGrantsExpenses
Grants to El Carmelo school as requested by Site Council, Principal, and staff, including assemblies, art, librarynoon activities, educational supplies$67,871$67,871
Grants for field trip expenses for various grades.$24,727$24,727
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edrienne BrandonPresidentPT$0--
OPENExec VP-$0--
Shilpa RanganathVP Membership & Outreach-$0--
Tamar HorowitzTreasurer-$0--
Angela DillinghamSecretary-$0--
Kathryn HarmonVP Communications-$0--
Rasha ElSayedCorresponding Secretary-$0--
Aarthi AnandVP Programs & Volunteer Services-$0--
Kristy SaketAuditor-$0--
Jenny GraetzelHistorian-$0--
Jen WeinerParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
PTA CA Con El Carmelo Elem PTA
EIN
94-6172023
Phone
6508560960
Address
3024 Bryant St, Palo Alto, CA 94306-2335

Signing Officer

Name
Tamar Horowitz
Title
Treasurer
Phone
6508560960
Signed
2019-11-09
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 at El Carmelo School; Educational; El Carmelo Elementary School: 3024 Bryant St, Palo Alto, CA, 94306; host school, 92598.

Form 990EZ, Part I, Line 16

PTA Admin, Ins, Bank fees 4212.

Raw XML Appendix239 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/USAddress/CityNm0Alto
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0943062335
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IRS990EZ/CostOfGoodsSoldAmt02331
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IRS990EZ/GrossReceiptsAmt090195
IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Edrienne Brandon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1OPEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shilpa Ranganath
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tamar Horowitz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Angela Dillingham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kathryn Harmon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Rasha ElSayed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Aarthi Anand
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Kristy Saket
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jenny Graetzel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jen Weiner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Membership & Outreach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Programs & Volunteer Services
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04212
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students, staff & parents
IRS990EZ/PrintingPublicationsPostageAmt011677
IRS990EZ/ProgramServiceRevenueAmt011194
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to El Carmelo school as requested by Site Council, Principal, and staff, including assemblies, art, librarynoon activities, educational supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Grants for field trip expenses for various grades.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt067871
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt124727
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067871
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124727
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0108487
IRS990EZ/TotalProgramServiceExpensesAmt092598
IRS990EZ/TotalRevenueAmt087864
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt084898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt073407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0306727
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0261
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0117333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt092662
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0292113
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0261
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt090321
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0144295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0166069
IRS990ScheduleA/Total509Grp/TotalAmt0598840
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0599101
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/Form4720Filed4912TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsAmt0998
IRS990ScheduleC/GrantsOtherOrganizationsInd0true
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The PTA gave funds to a group supporting and promoting the passage of a school bond issue to improve school facilities.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt II-B Line 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt0998
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0to support students, staff and parents at El Carmelo School; Educational; El Carmelo Elementary School: 3024 Bryant St, Palo Alto, CA, 94306; host school, 92598.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA Admin, Ins, Bank fees 4212.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tamar Horowitz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06508560960
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con El Carmelo Elem PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946172023
ReturnHeader/Filer/PhoneNum06508560960
ReturnHeader/Filer/USAddress/AddressLine1Txt03024 Bryant St
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0943062335
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DCE62B7CF2F1809712214FBC7337AD8F4DF9D43F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DCE62B7CF2F1809712214FBC7337AD8F4DF9D43F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:28:54
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/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-13T08:29:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.16$0.00$0.77$0.79$0.02
2023Summary only. Only limited summary data is available for this year.$0.18$0.00$0.57$0.54$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.63$0.77$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.54$0.57$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.88$1.10$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.88$1.08$0.21
2018Summary only. Only limited summary data is available for this year.$0.75$0.00$1.03$0.93$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.65$0.85$1.00$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.90$1.04$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.85$1.19$0.34
2014Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.80$1.17$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$1.64$0.83$0.86$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$1.67$0.88$0.67$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$1.46$0.85$0.58$0.27