Civic Intelligence

Loyola Elementary School PTA

990 • Fiscal year 2018 • EIN 94-6172154

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 08, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

57th percentile

6.7%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

9.3%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$111,544

Up $16,291 (+17%) from 2017

Net Assets

Up

$111,544

Up $16,291 (+17%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin57th percentile

Revenue

Up

$241,540

Up $20,558 (+9.3%) from 2017

Expenses

Up

$225,249

Up $5,014 (+2.3%) from 2017

Net Income

Up

$16,291

Up $15,544 (+2081%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2018

Assets$111,544
Liabilities$0
Net Assets$111,544
Open 2018 Filing

Operations Trend

Revenue Growth62nd 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

2018

Revenue$241,540
Expenses$225,249
Net Income$16,291
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 8, 2018
Return Version
2017v2.2
Gross Receipts
$349,652
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$95,253$111,544▲ $16,291
Rtn Earn Endowment Incm Other Fnds$95,253$111,544▲ $16,291
Total Assets$95,253$111,544▲ $16,291
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$95,253$111,544▲ $16,291
Total Liabilities and Net Assets / Fund Balance$95,253$111,544▲ $16,291
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Sameer MerchantPresident
Marvin PenaAuditor
Elizabeth DietzFinancial Secy
Mary RileyHistorian
Jeannie TsaiParliamentarian
Richard JulianSchool Principal
Shannon CoanSecretary
Erin NeumanTeacher Rep 1
Bradford BrackTreasurer
Katie SchmidtVP - Membership
Christy VaughnVP Communications
Maria LiuVP Non Revenue
Nina HinrichsVP Revenue Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$134,882
Program Service Revenue
$40,581
Investment Income
$266
Other Revenue
$65,811
All Other Contributions
$81,888
Change in Net Assets
$16,291

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$49,934donor advised
Total Noncash Contributions120$49,934-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,249
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$63,204$0$0$63,204
Office Expenses$0$4,572$0$4,572
Total Functional Expenses$220,677$4,572$0$225,249
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$163,561
Fundraising Direct Expenses$102,269
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$177,787$127,853$46,263$81,590
Walkathon$35,708$35,708$6,072$29,636
Total Events$213,495$163,561$102,269$61,292
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
Bradford Brack
Title
Treasurer
Phone
6502542400
Signed
2018-10-08
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.”

Raw XML Appendix395 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.

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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0349386
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0312849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0421169
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0406728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0392960
IRS990ScheduleA/Total509Grp/TotalAmt01883092
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01884313
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt049934
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt049934
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt035708
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0127853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035708
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0163561
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt061292
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt049934
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt052335
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt046263
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06072
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0120
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Auction Items
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0donor advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt049934
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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
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0111544
IRS990/TotalAssetsGrp/BOYAmt095253
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IRS990/TotalContributionsAmt0134882
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04572
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0220677
IRS990/TotalFunctionalExpensesGrp/TotalAmt0225249
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0111544
IRS990/TotalProgramServiceExpensesAmt0220677
IRS990/TotalProgramServiceRevenueAmt040581
IRS990/TotalRevenueGrp/ExclusionAmt061558
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045100
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0241540
IRS990/TotalVolunteersCnt0400
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt095253
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0111544
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADFORD BRACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06502542400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02018-10-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:48:09
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/PreparationDt02018-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-04T13:48:20-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,544
Liabilities
$0
Net assets
$111,544
Revenue
$241,540
Expenses
$225,249
Net income
$16,291
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