Civic Intelligence

Loyola Elementary School PTA

990 • Fiscal year 2023 • EIN 94-6172154

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 24, 2023

Organization ProfileN/A
770 Berry AveLos Altos, CA 94024-5411

(650) 254-2400

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

86th percentile

51%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

75th percentile

36%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$151,567

Up $51,457 (+51%) from 2022

Net Assets

Up

$151,567

Up $51,457 (+51%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin79th percentile

Revenue

Up

$190,601

Up $50,086 (+36%) from 2022

Expenses

Down

$139,144

Down $11,562 (-7.7%) from 2022

Net Income

Up

$51,457

Up $61,648 (+605%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$200K$150K$100K$50K$0Assets 2012: $136,542Liabilities 2012: $0Net Assets 2012: $136,5422012Assets 2013: $88,591Liabilities 2013: $224Net Assets 2013: $88,3672013Assets 2014: $119,560Liabilities 2014: $0Net Assets 2014: $119,5602014Assets 2015: $63,614Liabilities 2015: $0Net Assets 2015: $63,6142015Assets 2016: $94,506Liabilities 2016: $0Net Assets 2016: $94,5062016Assets 2017: $95,253Liabilities 2017: $0Net Assets 2017: $95,2532017Assets 2018: $111,544Liabilities 2018: $0Net Assets 2018: $111,5442018Assets 2019: $102,239Liabilities 2019: $0Net Assets 2019: $102,2392019Assets 2020: $144,990Liabilities 2020: $0Net Assets 2020: $144,9902020Assets 2021: $110,301Liabilities 2021: $0Net Assets 2021: $110,3012021Assets 2022: $100,110Liabilities 2022: $0Net Assets 2022: $100,1102022Assets 2023: $151,567Liabilities 2023: $0Net Assets 2023: $151,5672023Assets 2024: $151,180Liabilities 2024: $0Net Assets 2024: $151,1802024Assets 2025: $176,185Liabilities 2025: $0Net Assets 2025: $176,1852025

Highlighted filing

2023

Assets$151,567
Liabilities$0
Net Assets$151,567
Open 2023 Filing

Operations Trend

Revenue Growth75th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $299,040Expenses 2012: $295,782Net Income 2012: $3,2582012Expenses 2013: $326,3012013Revenue 2014: $272,444Expenses 2014: $241,251Net Income 2014: $31,1932014Revenue 2015: $266,019Expenses 2015: $321,965Net Income 2015: -$55,9462015Revenue 2016: $245,812Expenses 2016: $214,920Net Income 2016: $30,8922016Revenue 2017: $220,982Expenses 2017: $220,235Net Income 2017: $7472017Revenue 2018: $241,540Expenses 2018: $225,249Net Income 2018: $16,2912018Revenue 2019: $240,742Expenses 2019: $250,047Net Income 2019: -$9,3052019Revenue 2020: $194,960Expenses 2020: $152,209Net Income 2020: $42,7512020Revenue 2021: $71,205Expenses 2021: $105,894Net Income 2021: -$34,6892021Revenue 2022: $140,515Expenses 2022: $150,706Net Income 2022: -$10,1912022Revenue 2023: $190,601Expenses 2023: $139,144Net Income 2023: $51,4572023Revenue 2024: $180,557Expenses 2024: $180,944Net Income 2024: -$3872024Revenue 2025: $216,535Expenses 2025: $191,530Net Income 2025: $25,0052025

Highlighted filing

2023

Revenue$190,601
Expenses$139,144
Net Income$51,457
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 24, 2023
Return Version
2022v5.0
Gross Receipts
$284,086
Mission and Program Overview

Mission

The Parent Teacher Association (PTA) is the nations oldest, largest, and highest profile volunteer organization working on behalf of public schools, children, and families. The Loyola Elementary School PTA works to support students, staff and parents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$100,110$151,567▲ $51,457
Rtn Earn Endowment Incm Other Fnds$100,110$151,567▲ $51,457
Total Assets$100,110$151,567▲ $51,457
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$100,110$151,567▲ $51,457
Total Liabilities and Net Assets / Fund Balance$100,110$151,567▲ $51,457
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Christy JohnsonPresident
Mili Shah1st Vice President
Winnie Cheng and Elizabeth Hwang2nd Vice President
Jennifer Shipp3rd Vice President
Vijay DevarapalliAuditor
Nicolas FritschFinancial Secretary
Aneta LemlerHistorian
Shabnam NematiParliamentarian
Shirit RosenbergSecretary
Mary ErginsoyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$141,162
Program Service Revenue
$28,526
Investment Income
$210
Other Revenue
$20,703
All Other Contributions
$93,666
Change in Net Assets
$51,457

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 Table85$45,089Donor Advised
Total Noncash Contributions85$45,089-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,144
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$28,156--$28,156
Information Technology$7,210--$7,210
Office Expenses-$6,527-$6,527
Total Functional Expenses$132,617$6,527$0$139,144
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$103,086
Fundraising Direct Expenses$93,152
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$125,242$80,153$38,827$41,326
Walkathon$18,502$18,502$9,236$9,266
Total Events$148,175$103,086$93,152$9,934
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 Loyola PTA includes dues paying members who are parents and staff.”

Member election for additional members Part VI line 7A

“The membership approves the nomination of officers at a general PTA meeting annually.”

Governing body decisions Part VI line 7B

“Decisions of the PTA Board are approved by the members at PTA meetings.”

Form 990 governing body review Part VI line 11

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

Conflict of interest policy compliance Part VI line 12C

“The Loyola 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
Loyola Elementary School PTA
EIN
94-6172154
Address
770 Berry Ave, Los Altos, CA 94024-5411
Doing Business As
PTA CA Con Loyola Elem School

Signing Officer

Name
Mary Erginsoy
Title
Treasurer
Phone
6502542400
Signed
2023-08-24
Discuss with paid preparer
No

Organization Details

Formed
1948
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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0247493
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Auction
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0148175
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt080153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04431
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt085
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Auction Donations
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor Advised
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Loyola PTA includes dues paying members who are parents and staff.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The membership approves the nomination of officers at a general PTA meeting annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decisions of the PTA Board are approved by the members at PTA meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 filing is reported on at a general meeting and made available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Loyola 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
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0132617
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IRS990/TotalProgramServiceExpensesAmt0132617
IRS990/TotalProgramServiceRevenueAmt028526
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039295
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0190601
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IRS990/TotalVolunteersCnt0100
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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
$151,567
Liabilities
$0
Net assets
$151,567
Revenue
$190,601
Expenses
$139,144
Net income
$51,457
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$2.17$1.92$0.25
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.81$1.81$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$1.91$1.39$0.51
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.41$1.51$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.71$1.06$0.35
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$1.95$1.52$0.43
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$2.41$2.50$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$2.42$2.25$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$2.21$2.20$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$2.46$2.15$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$2.66$3.22$0.56
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$2.72$2.41$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.88$3.26
2012Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$2.99$2.96$0.03