Civic Intelligence

Loyola Elementary School PTA

990 • Fiscal year 2017 • EIN 94-6172154

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 04, 2017

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

42nd percentile

0.3%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$95,253

Up $747 (+0.8%) from 2016

Net Assets

Up

$95,253

Up $747 (+0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin42nd percentile

Revenue

Down

$220,982

Down $24,830 (-10%) from 2016

Expenses

Up

$220,235

Up $5,315 (+2.5%) from 2016

Net Income

Down

$747

Down $30,145 (-98%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2017

Assets$95,253
Liabilities$0
Net Assets$95,253
Open 2017 Filing

Operations Trend

Revenue Growth33rd 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

2017

Revenue$220,982
Expenses$220,235
Net Income$747
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 4, 2017
Return Version
2016v3.0
Gross Receipts
$313,108
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$94,506$95,253▲ $747
Rtn Earn Endowment Incm Other Fnds$94,506$95,253▲ $747
Total Assets$94,506$95,253▲ $747
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$94,506$95,253▲ $747
Total Liabilities and Net Assets / Fund Balance$94,506$95,253▲ $747
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Katie SchmidtMembership Chair
Sameer MerchantPresident
Patrick RileyAuditor
Chandrima GogoiCo Secretary
Priya HartlinCo Secretary
Elizabeth DietzFinancial Secy
Nina HinrichsHistorian
Cathy PachecoParliamentarian
Kimberley AttellSchool Principal
Erin NeumanTeacher Rep 1
Debbie LongoTeacher Rep 2
Bradford BrackTreasurer
Maria LiuVP Non Revenue
Jeannie TsaiVP Revenue Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$79,960
Program Service Revenue
$40,214
Investment Income
$259
Other Revenue
$100,549
All Other Contributions
$34,236
Change in Net Assets
$747

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 Table120$42,321donor advised
Total Noncash Contributions120$42,321-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,235
Total Fundraising Expense$6,099
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$67,320$0$0$67,320
Office Expenses$0$0$6,099$6,099
Total Functional Expenses$214,136$0$6,099$220,235
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$183,502
Fundraising Direct Expenses$89,855
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$168,962$126,641$40,176$86,465
Walkathon$56,861$56,861$7,358$49,503
Total Events$225,823$183,502$89,855$93,647
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
Bradford Brack
Title
Treasurer
Phone
6502542400
Signed
2017-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bradford Brack
Formed
1948
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
400

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/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01913711
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0312849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0421169
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0406728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0392960
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0380005
IRS990ScheduleA/Total509Grp/TotalAmt01913711
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01914879
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/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The PTA donated $5,000 towards an effort to promote the renewal of a parcel tax measure to ensure adequate school funding.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt II-B Line 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt05000
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt042321
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt042321
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt089855
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0168962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt056861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0225823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0126641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt056861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0183502
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt093647
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt042321
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt042321
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt047534
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040176
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07358
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/ContributionCnt0120
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Auction items
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0donor advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt042321
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/TotalAssetsBOYAmt094506
IRS990/TotalAssetsEOYAmt095253
IRS990/TotalAssetsGrp/BOYAmt094506
IRS990/TotalAssetsGrp/EOYAmt095253
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt079960
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06099
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0214136
IRS990/TotalFunctionalExpensesGrp/TotalAmt0220235
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt094506
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt095253
IRS990/TotalProgramServiceExpensesAmt0214136
IRS990/TotalProgramServiceRevenueAmt040214
IRS990/TotalRevenueGrp/ExclusionAmt093906
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt047116
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0220982
IRS990/TotalVolunteersCnt0400
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt094506
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt095253
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0770 Berry Avenue
IRS990/USAddress/CityNm0Los Altos
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0940245411
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADFORD BRACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06502542400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Loyola Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946172154
ReturnHeader/Filer/PhoneNum06502542400

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,253
Liabilities
$0
Net assets
$95,253
Revenue
$220,982
Expenses
$220,235
Net income
$747
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