Civic Intelligence

Loyola Elementary School PTA

990 • Fiscal year 2016 • EIN 94-6172154

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 02, 2016

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-7.6%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$94,506

Up $30,892 (+49%) from 2015

Net Assets

Up

$94,506

Up $30,892 (+49%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$245,812

Down $20,207 (-7.6%) from 2015

Expenses

Down

$214,920

Down $107,045 (-33%) from 2015

Net Income

Up

$30,892

Up $86,838 (+155%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$94,506
Liabilities$0
Net Assets$94,506

Operations Trend

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

2016

Revenue$245,812
Expenses$214,920
Net Income$30,892
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 2, 2016
Return Version
2015v2.1
Gross Receipts
$421,372
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$63,614$94,506▲ $30,892
Rtn Earn Endowment Incm Other Fnds$63,614$94,506▲ $30,892
Total Assets$63,614$94,506▲ $30,892
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$63,614$94,506▲ $30,892
Total Liabilities and Net Assets / Fund Balance$63,614$94,506▲ $30,892
Compensation and Service Providers

Board Members and Trustees

NameTitle
Azar SilverCo- President
Bryn StuebnerCo- President
Charity MastropietroAuditor
Megan RandallCo - Secretary
Nicole EmensCo -Secretary
Magda GrdzelidzeFinancial Secy
Lilian OliveriParliamentarian
Dana DoctorowTreasurer
Rebecca LowellVP Membership
Andy RasmussenVP non Fund Raising
Anie RocheVP non Fund Raising
Revenue and Support

Revenue Composition

Contributions and Grants
$178,143
Program Service Revenue
$41,035
Investment Income
$203
Other Revenue
$26,431
All Other Contributions
$49,136
Change in Net Assets
$30,892

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 Table200$125,250donor advised
Total Noncash Contributions200$125,250-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$214,920
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$73,161$0$0$73,161
Office Expenses$0$6,017$0$6,017
Total Functional Expenses$208,903$6,017$0$214,920
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$171,631
Fundraising Direct Expenses$169,573
Gaming Gross Income$10,690
Gaming Direct Expenses$100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$128,482$128,482$35,220$93,262
Walkathon$53,839$53,839$9,202$44,637
Total Events$182,321$182,321$44,422$137,899
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 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
Dana Doctorow
Title
Treasurer
Phone
6502542400
Signed
2016-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Doctorow
Formed
1948
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
500

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.

Raw XML Appendix394 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The 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.
IRS990/AllOtherContributionsAmt049136
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0PTA TREASURER
IRS990/BooksInCareOfDetail/PhoneNum06502542400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0770 Berry Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0Los Altos
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095024
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt063614
IRS990/CashNonInterestBearingGrp/EOYAmt094506
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0125250
IRS990/CostOfGoodsSoldAmt05887
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0178143
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0203
IRS990/CYOtherExpensesAmt0214920
IRS990/CYOtherRevenueAmt026431
IRS990/CYProgramServiceRevenueAmt041035
IRS990/CYRevenuesLessExpensesAmt030892
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0214920
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0245812
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOOL MATERIALS AND SUPPLIES: CLASSROOM MATERIALS, INSTRUCTIONAL MATERIALS, TEXT BOOKS, LIBRARY BOOKS, PLAYGROUND AND SPORTS EQUIPMENT, ART SUPPLIES PROVIDING THE MATERIALS AND SUPPLIES NECESSARY FOR TEACHERS AND STAFF TO EDUCATE AND IMPROVE THE HEALTH AND WELFARE OF THE STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt067244
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/PersonNm0AZAR SILVER
IRS990/Form990PartVIISectionAGrp/PersonNm1BRYN STUEBNER
IRS990/Form990PartVIISectionAGrp/PersonNm2ANIE ROCHE
IRS990/Form990PartVIISectionAGrp/PersonNm3ANDY RASMUSSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4REBECCA LOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm5DANA DOCTOROW
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARITY MASTROPIETRO
IRS990/Form990PartVIISectionAGrp/PersonNm7MAGDA GRDZELIDZE
IRS990/Form990PartVIISectionAGrp/PersonNm8NICOLE EMENS
IRS990/Form990PartVIISectionAGrp/PersonNm9LILIAN OLIVERI
IRS990/Form990PartVIISectionAGrp/PersonNm10MEGAN RANDALL
IRS990/Form990PartVIISectionAGrp/TitleTxt0Co- President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Co- President
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP non Fund Raising
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP non Fund Raising
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Membership
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Auditor
IRS990/Form990PartVIISectionAGrp/TitleTxt7Financial Secy
IRS990/Form990PartVIISectionAGrp/TitleTxt8Co -Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt10Co - Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01948
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0125250
IRS990/FundraisingDirectExpensesAmt0169573
IRS990/FundraisingGrossIncomeAmt0171631
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt0100
IRS990/GamingGrossIncomeAmt010690
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0421372
IRS990/GrossSalesOfInventoryAmt019670
IRS990/GroupExemptionNum00646
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0203
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0203
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt03757
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Parent & Teachers' Association (PTA) is
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt063614
IRS990/NetAssetsOrFundBalancesEOYAmt094506
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02058
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02058
IRS990/NetIncomeFromGamingGrp/ExclusionAmt010590
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt010590
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt013783
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt013783
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0125850
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06017
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt06017
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Student/Staff/Community
IRS990/OtherExpensesGrp/Desc1Materials & Supplies
IRS990/OtherExpensesGrp/Desc2Playground, Site Imp
IRS990/OtherExpensesGrp/Desc3Technology
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt056056
IRS990/OtherExpensesGrp/ProgramServicesAmt167244
IRS990/OtherExpensesGrp/ProgramServicesAmt212442
IRS990/OtherExpensesGrp/ProgramServicesAmt373161
IRS990/OtherExpensesGrp/TotalAmt056056
IRS990/OtherExpensesGrp/TotalAmt167244
IRS990/OtherExpensesGrp/TotalAmt212442
IRS990/OtherExpensesGrp/TotalAmt373161
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DANA DOCTOROW
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0School Supplies
IRS990/ProgramServiceRevenueGrp/Desc1Drama Program
IRS990/ProgramServiceRevenueGrp/Desc2Family Fun
IRS990/ProgramServiceRevenueGrp/Desc3Library Books Program
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019641
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24704
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34130
IRS990/ProgSrvcAccomActy2Grp/Desc0STUDENT AND COMMUNITY ENRICHMENT PROGRAMS INCLUDING ASSEMBLIES, CHORAL, MUSIC, DRAMA, AND NOON TIME PROGRAMS, LIFE SKILLS, SCIENCE FAIR, JUNIOR OLYMPICS, BACK TO SCHOOL EVENTS, AND FAMILY FUN ACTIVITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt056056
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt041035
IRS990/ProgSrvcAccomActy3Grp/Desc0TECHNOLOGY PURCHASES AND OTHER CLASSROOM EQUIPMENT PURCHASES AND SUPPLIES TO ENABLE STUDENTS TO TAKE ADVANTAGE OF COMPUTER ASSISTED LEARNING ACTIVITIES. PLAYGROUND EQUIPMENT AND OTHER CAPITAL SITE IMPROVEMENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt085603
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0115318
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0246
IRS990/PYOtherExpensesAmt0321965
IRS990/PYOtherRevenueAmt0106980
IRS990/PYProgramServiceRevenueAmt043475
IRS990/PYRevenuesLessExpensesAmt0-55946
IRS990/PYTotalExpensesAmt0321965
IRS990/PYTotalRevenueAmt0266019
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt030892
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt063614
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt094506
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt099384
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt094773
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0312407
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0203
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0246
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0247
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0213
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0331
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0366448
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0376524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0293576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0285232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0265384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01587164
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0203
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0246
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0247
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0331
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01240
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01899571
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0421169
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0406728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0392960
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0380005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0298709
IRS990ScheduleA/Total509Grp/TotalAmt01899571
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01900811
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044422
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0128482
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt053839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0182321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0128482
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt053839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0182321
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0137899
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044422
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035220
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09202
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/IndividualWithBooksNm0PTA TREASURER
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0770 Berry Ave
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Los Altos
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd094024
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0200
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Auction Items
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0donor advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0125250
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/TotalAssetsBOYAmt063614
IRS990/TotalAssetsEOYAmt094506
IRS990/TotalAssetsGrp/BOYAmt063614
IRS990/TotalAssetsGrp/EOYAmt094506
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0178143
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06017
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0208903
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214920
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt063614
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt094506
IRS990/TotalProgramServiceExpensesAmt0208903
IRS990/TotalProgramServiceRevenueAmt041035
IRS990/TotalRevenueGrp/ExclusionAmt012851
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054818
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0245812
IRS990/TotalVolunteersCnt0500
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt063614
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt094506
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
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA DOCTOROW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06502542400
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Loyola Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946172154
ReturnHeader/Filer/PhoneNum06502542400
ReturnHeader/Filer/USAddress/AddressLine1Txt0770 Berry Avenue
ReturnHeader/Filer/USAddress/CityNm0Los Altos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940245411
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/PreparationDt02016-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-06T21:04:48-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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