Civic Intelligence

PTA Ca Con Frank S Greene Jr Middle School PTA

990 • Fiscal year 2021 • EIN 94-6172286

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 31, 2021

750 North California AvePalo Alto, CA 94303-3629

(650) 494-8120

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

35th percentile

-0.3%

Higher net margin than 35% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-0.3%

Faster asset growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-41%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$92,702

Down $280 (-0.3%) from 2020

Net Assets

Down

$92,702

Down $280 (-0.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$102,053

Down $70,510 (-41%) from 2020

Expenses

Down

$102,318

Down $57,718 (-36%) from 2020

Net Income

Down

-$265

Down $12,792 (-102%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $79,770Liabilities 2011: $0Net Assets 2011: $79,7702011Assets 2012: $89,985Liabilities 2012: $0Net Assets 2012: $89,9852012Assets 2013: $112,053Liabilities 2013: $0Net Assets 2013: $112,0532013Assets 2014: $79,557Liabilities 2014: $0Net Assets 2014: $79,5572014Assets 2015: $47,156Liabilities 2015: $0Net Assets 2015: $47,1562015Assets 2016: $32,672Liabilities 2016: $0Net Assets 2016: $32,6722016Assets 2017: $93,976Liabilities 2017: $0Net Assets 2017: $93,9762017Assets 2018: $75,660Liabilities 2018: $0Net Assets 2018: $75,6602018Assets 2019: $80,455Liabilities 2019: $0Net Assets 2019: $80,4552019Assets 2020: $92,982Liabilities 2020: $0Net Assets 2020: $92,9822020Assets 2021: $92,702Liabilities 2021: $0Net Assets 2021: $92,7022021Assets 2022: $32,072Liabilities 2022: $0Net Assets 2022: $32,0722022Assets 2023: $43,719Liabilities 2023: $0Net Assets 2023: $43,7192023Assets 2024: $52,323Liabilities 2024: $0Net Assets 2024: $52,3232024Assets 2025: $83,275Liabilities 2025: $0Net Assets 2025: $83,2752025

Highlighted filing

2021

Assets$92,702
Liabilities$0
Net Assets$92,702

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $227,4052011Expenses 2012: $211,1872012Expenses 2013: $197,8082013Revenue 2014: $235,048Expenses 2014: $267,544Net Income 2014: -$32,4962014Revenue 2015: $254,969Expenses 2015: $287,370Net Income 2015: -$32,4012015Revenue 2016: $240,671Expenses 2016: $255,155Net Income 2016: -$14,4842016Revenue 2017: $274,530Expenses 2017: $213,226Net Income 2017: $61,3042017Revenue 2018: $274,824Expenses 2018: $293,140Net Income 2018: -$18,3162018Revenue 2019: $199,842Expenses 2019: $195,047Net Income 2019: $4,7952019Revenue 2020: $172,563Expenses 2020: $160,036Net Income 2020: $12,5272020Revenue 2021: $102,053Expenses 2021: $102,318Net Income 2021: -$2652021Revenue 2022: $139,209Expenses 2022: $199,839Net Income 2022: -$60,6302022Revenue 2023: $169,635Expenses 2023: $157,988Net Income 2023: $11,6472023Revenue 2024: $148,832Expenses 2024: $140,228Net Income 2024: $8,6042024Revenue 2025: $159,132Expenses 2025: $128,180Net Income 2025: $30,9522025

Highlighted filing

2021

Revenue$102,053
Expenses$102,318
Net Income-$265
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 31, 2021
Return Version
2020v4.0
Gross Receipts
$102,053
Mission and Program Overview

Mission

To promote the welfare of children and youth at school, at home, and in the community. To support students, teachers, staff, and parents with educational opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$92,967$92,702▼ $265
Rtn Earn Endowment Incm Other Fnds$92,967$92,702▼ $265
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$92,967$92,702▼ $265
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$92,967$92,702▼ $265
Total Liabilities and Net Assets / Fund Balance$92,967$92,702▼ $265
Compensation and Service Providers

Board Members and Trustees

NameTitle
Valerie Lam RaineyPresident
Lijie YangAssistant Treasurer
Anoja HerathAudit Committee
Emily WangAuditor
Kathy ChenHistorian
Esther YooParliamentarian
Jason OligerSecretary
Kaitlyn LiaoTreasurer
Eileen KimVP of Communications
Johanna EhrlichVP of Events
Mirlaine MelloVP of Events
Susanna van ValkenburgVP of Fundraising
Pamoda RamochandraVP of Parent Ed & Network
Susan JohnsonVP of Parent Ed & Network
Revenue and Support

Revenue Composition

Contributions and Grants
$88,811
Program Service Revenue
$3,410
Investment Income
$14
Other Revenue
$9,818
All Other Contributions
$87,463
Change in Net Assets
$-265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,709
Other Expenses$42,609
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,709--$59,709
Office Expenses$1,130$4,095-$5,225
Other Expenses$4,000$0$0$4,000
Total Functional Expenses$98,223$4,095$0$102,318
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Frank S Greene Middle SchoolPalo Alto, CA-Educational support$59,709
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,818
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
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

Form 990, Part VI, Section A, Line 6

Members include parents, staff and teachers

Form 990, Part VI, Section A, Line 7A

Members vote annually for the officers

Form 990, Part VI, Section A, Line 7B

Members vote on the annual budget and ratify other Board decisions

Form 990, Part VI, Section A, Line 8B

Committees report verbally to the PTA at monthly meetings

Form 990, Part VI, Section B, Line 11B

The Form 990 is reviewed by the PTA Treasurer and Auditor; it is available for members on request.

Form 990, Part VI, Section B, Line 12C

The PTA uses the CA state PTA Conflict of Interest policy

Form 990, Part VI, Section C, Line 19

The Form 990 is available to the public upon request

Filing and Contact Details

Filer

Filer Name
Frank S Greene Jr Middle School PTA
EIN
94-6172286
Phone
6504948120
Address
750 North California Ave, Palo Alto, CA 94303-3629
Doing Business As
PTA CA Congress Frank S Greene J MS PTA

Signing Officer

Name
Kaitlyn Liao
Title
Treasurer
Phone
6502898755
Signed
2021-10-31

Organization Details

Principal Officer
Kaitlyn Liao
Formed
1964
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
100
Raw XML AppendixShowing 400 of 451 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Assistant Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP of Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP of Fundraising
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP of Parent Ed & Network
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP of Parent Ed & Network
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IRS990/Form990PartVIISectionAGrp/TitleTxt10VP of Events
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IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt092967
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt092702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt088812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0130298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0149857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0208211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0229705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0806883
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt084
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt067
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt065
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013228
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071392
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0232198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt084
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt065
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0252
IRS990ScheduleA/InvestmentIncomeCYPct00.00024
IRS990ScheduleA/InvestmentIncomePYPct00.00027
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99976
IRS990ScheduleA/PublicSupportPY509Pct00.99973
IRS990ScheduleA/PublicSupportTotal509Amt01039081
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0176433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0203210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0279603
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0277795
IRS990ScheduleA/Total509Grp/TotalAmt01039081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0176469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0203294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0279670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0277860
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01039333
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt059709
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Educational support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Frank S Greene Middle School
IRS990ScheduleI/RecipientTable/RecipientEIN0000000000
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0750 North California Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Palo Alto
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094303
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0cash
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The executive board is subject to the orders of the Association and none of its acts shall conflict with action taken by the Association. Members of the executive board shall: 1. Transact necessary business between meetings of the Association and such other business as may be referred by the Association. 2. Authorize the payment of Association bills within the limits of the budget adopted by the Association. Such action must be ratified at the next Association meeting and must be recorded in the Association minutes. 3. Be responsible for keeping such permanent books of account and records as shall be sufficient to establish the items of gross income, receipts and disbursements of the Association, including specifically, the number of members, the dues collected from the members and the amount of dues remitted to the California State PTA. Such books of account and records shall at all reasonable times be open to inspection by an authorized representative of the California State PTA. 4. Forward copies of the adopted budget to the council/district PTA. 5. Be responsible for filling out and forwarding all necessary report forms required by the California State PTA for insurance, and for filing all tax returns and other forms required by government agencies. This includes employee reporting forms, if this Association pays employees; and independent contractor reporting forms, if this Association hires independent contractor(s). Copies of all government filings shall be submitted to the council/district PTA. 6. Be responsible for audits of the financial records of the Association to be conducted at mid-year, at the end of each fiscal year, and at the resignation of any financial officer or authorized check signer. These audits must be reviewed by the executive board and considered, approved and adopted by a vote of the general membership at an Association meeting. Copies of adopted audits shall be submitted to the council/district PTA. 7.Appoint an auditor, to be ratified by the Association, at the September meeting. The auditor shall not be an Officer of the Association or a member of the executive board. 8. Appoint an audit review committee, ratified by the Association, to review the required audits and review the financial records. The audit review committee shall be composed of the auditor and, at least, one other member of the unit, council, or district PTA. The majority of the audit review committee members may not be check signers. Audits may be conducted by an elected auditor, appointed auditor, or council/district PTA. Alternatively, the board may authorize, subject to the ratification of the Association, that required audits be conducted by a qualified accountant (paid or volunteer). If the audit is conducted by a qualified accountant (paid or volunteer), the requirement of appointing an audit review committee does not apply. 9. Appoint a member or members of the unit, ratified by the Association, who is/are not a check signer to review the monthly bank statements and reconciliation.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members include parents, staff and teachers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members vote annually for the officers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members vote on the annual budget and ratify other Board decisions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Committees report verbally to the PTA at monthly meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Form 990 is reviewed by the PTA Treasurer and Auditor; it is available for members on request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The PTA uses the CA state PTA Conflict of Interest policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Form 990 is available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt092967
IRS990/TotalAssetsEOYAmt092702
IRS990/TotalAssetsGrp/BOYAmt092967
IRS990/TotalAssetsGrp/EOYAmt092702
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt088811
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04095
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098223
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102318
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt092967
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt092702
IRS990/TotalOtherCompensationAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.59$1.28$0.31
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.49$1.40$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.70$1.58$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.39$2.00$0.61
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.02$1.02$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.73$1.60$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$2.00$1.95$0.05
2018Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$2.75$2.93$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$2.75$2.13$0.61
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$2.41$2.55$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$2.55$2.87$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$2.35$2.68$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$1.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$2.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$2.27