Civic Intelligence

Loyola Elementary School PTA

990 • Fiscal year 2015 • EIN 94-6172154

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 12, 2015

Organization ProfileN/A
770 Berry AvenueLos 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

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

9th percentile

-47%

Faster asset growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-2.4%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$63,614

Down $55,946 (-47%) from 2014

Net Assets

Down

$63,614

Down $55,946 (-47%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin15th percentile

Revenue

Down

$266,019

Down $6,425 (-2.4%) from 2014

Expenses

Up

$321,965

Up $80,714 (+33%) from 2014

Net Income

Down

-$55,946

Down $87,139 (-279%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2015

Assets$63,614
Liabilities$0
Net Assets$63,614
Open 2015 Filing

Operations Trend

Revenue Growth44th 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

2015

Revenue$266,019
Expenses$321,965
Net Income-$55,946
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 12, 2015
Return Version
2014v5.0
Gross Receipts
$406,974
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.

The Parent & Teachers' Association (PTA) is the nation's oldest, largest, and highest profile volunteer organization working on behalf of public schools, children and families. 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$119,560$63,614▼ $55,946
Rtn Earn Endowment Incm Other Fnds$119,560$63,614▼ $55,946
Total Assets$119,560$63,614▼ $55,946
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$119,560$63,614▼ $55,946
Total Liabilities and Net Assets / Fund Balance$119,560$63,614▼ $55,946
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Azar SilverCo- President
Lillian OliveriCo- President
Haeyoon WooAuditor
Allegra PetrasCo - Secretary
Nicole EmensCo -Secretary
Lorena DevincenziFinancial Secy
Lara VastanoParliamentarian
Amy SchroederTreasurer
Rebecca LowellVP Membership
Debbie LongoVP non Fund Raising
Gaby SternVP non Fund Raising
Revenue and Support

Revenue Composition

Contributions and Grants
$115,318
Program Service Revenue
$43,475
Investment Income
$246
Other Revenue
$106,980
All Other Contributions
$24,794
Change in Net Assets
$-55,946

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 Table170$85,114Donor Assigned
Total Noncash Contributions170$85,114-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$321,965
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$43,953$0$0$43,953
Office Expenses$0$9,253$0$9,253
All Other Expenses$629$5,000$0$5,629
Total Functional Expenses$307,712$14,253$0$321,965
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$185,308
Fundraising Direct Expenses$133,494
Gaming Gross Income$22,205
Gaming Direct Expenses$100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$115,100$115,100$36,734$78,366
Walkathon$65,429$65,429$11,056$54,373
Total Events$180,529$180,529$47,790$132,739
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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 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
Filing and Contact Details

Filer

Filer Name
PTA CA Con Loyola Elementary
EIN
94-6172154
Phone
6502542400
Address
770 Berry Avenue, Los Altos, CA 94024-5411

Signing Officer

Name
Amy Schroeder
Title
Treasurer
Phone
6502542400
Signed
2015-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Schroeder
Formed
1948
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
350

Preparer

Firm
Susan P Pines
Address
4109 DONALD DR, PALO ALTO, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The Loyola PTA includes dues paying members who are parents and teachers.”

Pt VI, Line 7A

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

Pt VI, Line 7B

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

Pt VI, Line 11B

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

Pt VI, Line 19

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

Pt VI, Line 12C

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

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01600
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01915765
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0406728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0392960
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0380005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0298709
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0437363
IRS990ScheduleA/Total509Grp/TotalAmt01915765
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01917365
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsAmt05000
IRS990ScheduleC/GrantsOtherOrganizationsInd0true
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The PTA supported a community effort to pass a bond issue to fund new school facilities and update others.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt II-B Line 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt05000
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt047790
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0115100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt065429
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0180529
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0115100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt065429
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0180529
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0132739
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt047790
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt036734
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011056
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0100
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt022205
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt022205
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt022105
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt0100
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt0100
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0PTA TREASURER
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0770 Berry Ave
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Los Altos
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd094024
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0170
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Service/Gifts/Rentals
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor Assigned
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt085114
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Loyola PTA includes dues paying members who are parents and teachers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The membership approves the nomination of officers at a general PTA meeting annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decisions of the Board are approved by the members at PTA meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 filing is reported on a a general meeting and made available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All governing documents and financial data is available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Loyola PTA uses the CA State PTA conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0119560
IRS990/TotalAssetsEOYAmt063614
IRS990/TotalAssetsGrp/BOYAmt0119560
IRS990/TotalAssetsGrp/EOYAmt063614
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0115318
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014253
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0307712
IRS990/TotalFunctionalExpensesGrp/TotalAmt0321965
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0119560
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt063614
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0640
IRS990/TotalProgramServiceExpensesAmt0307712
IRS990/TotalProgramServiceRevenueAmt043475
IRS990/TotalRevenueGrp/ExclusionAmt074165
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt076536
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0266019
IRS990/TotalVolunteersCnt0350
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0119560
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt063614
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0770 Berry Avenue
IRS990/USAddress/CityNm0Los Altos
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0940245411
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,614
Liabilities
$0
Net assets
$63,614
Revenue
$266,019
Expenses
$321,965
Net income
-$55,946
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