Civic Intelligence

PTA Ca Con Frank S Greene Jr Middle School PTA

990 • Fiscal year 2015 • EIN 94-6172286

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 09, 2015

Organization ProfileN/A
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

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

21st percentile

-13%

Higher net margin than 21% 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

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

61st percentile

8.5%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$47,156

Down $32,401 (-41%) from 2014

Net Assets

Down

$47,156

Down $32,401 (-41%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin21st percentile

Revenue

Up

$254,969

Up $19,921 (+8.5%) from 2014

Expenses

Up

$287,370

Up $19,826 (+7.4%) from 2014

Net Income

Up

-$32,401

Up $95 (+0.3%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2015

Assets$47,156
Liabilities$0
Net Assets$47,156
Open 2015 Filing

Operations Trend

Revenue Growth61st percentile

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

2015

Revenue$254,969
Expenses$287,370
Net Income-$32,401
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 9, 2015
Return Version
2014v5.0
Gross Receipts
$259,589
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.

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$79,557$47,156▼ $32,401
Rtn Earn Endowment Incm Other Fnds$79,557$47,156▼ $32,401
Total Assets$79,557$47,156▼ $32,401
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$79,557$47,156▼ $32,401
Total Liabilities and Net Assets / Fund Balance$79,557$47,156▼ $32,401
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Katie ShadePresident
Corrie SidVice President
Cathy FisherAuditor
Denise GarlandSecretary
Rita TetzlaffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$172,298
Program Service Revenue
$42,413
Investment Income
$53
Other Revenue
$40,205
All Other Contributions
$166,844
Change in Net Assets
$-32,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$193,443
Other Expenses$93,927
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$193,443--$193,443
Other Expenses$48,335$0$0$48,335
Office Expenses$0$9,709$0$9,709
Total Functional Expenses$277,661$9,709$0$287,370
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jordan Middle SchoolPalo Alto, CA-Education$193,443
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,423
Fundraising Direct Expenses$397
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Just Parties$29,348$29,348$397$28,951
Total Events$29,348$29,348$397$28,951
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 Jordan Middle School PTA
EIN
94-6172286
Phone
6504948120
Address
750 North California Ave, Palo Alto, CA 94303-3629

Signing Officer

Name
Rita Tetzlaff
Title
Treasurer
Phone
6504948120
Signed
2015-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Hardy
Formed
1964
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
150

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

“Members include parents, staff and teachers”

Pt VI, Line 7A

“Members vote annually for the officers”

Pt VI, Line 7B

“Members vote on the annual budget and ratify other Board decisions”

Pt VI, Line 8B

“Committees report verbally to the PTA at monthly meetings”

Pt VI, Line 11B

“Form 990 is reviewed by the PTA Treasurer and Auditor; it is available for members upon request”

Pt VI, Line 12C

“The PTA uses the CA state PTA conflict of interest policy”

Raw XML Appendix355 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/Form990ProvidedToGvrnBodyInd0true
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IRS990/FundraisingDirectExpensesAmt0397
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0193443
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0193443
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0259589
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IRS990/GroupExemptionNum00646
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05454
IRS990/MembersOrStockholdersInd0true
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IRS990/MissionDesc0To promote the welfare of children and youth
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IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt07179
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt07179
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09709
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc08th Grade Promotion
IRS990/OtherExpensesGrp/Desc1Back to School Dinner
IRS990/OtherExpensesGrp/Desc2Dance Lessons
IRS990/OtherExpensesGrp/Desc3Other Programs
IRS990/OtherExpensesGrp/FundraisingAmt00
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IRS990/ProgramServiceRevenueGrp/Desc3Ice Skating
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IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS FOR COMMUNITY EVENTS, FOR TEACHER SUPPLIES, FOR ADOLESCENT COUNSELING SERVICES, ICE SKATING, ATHLETICS, AND PARENT EDUCATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt042799
IRS990/ProgSrvcAccomActy3Grp/Desc0FUNDING FOR SCHOOL EVENTS INCLUDING THE 8TH GRADE PARTY, BACK TO SCHOOL DINNER AND COTILLION PROGRAM.
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IRS990ScheduleI/RecipientTable/RecipientEIN0000000000
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0750 N California Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Palo Alto
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094303
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt4Form 990 is reviewed by the PTA Treasurer and Auditor; it is available for members upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The 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 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt079557
IRS990/TotalAssetsEOYAmt047156
IRS990/TotalAssetsGrp/BOYAmt079557
IRS990/TotalAssetsGrp/EOYAmt047156
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0172298
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09709
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0277661
IRS990/TotalFunctionalExpensesGrp/TotalAmt0287370
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt079557
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt047156
IRS990/TotalProgramServiceExpensesAmt0277661
IRS990/TotalProgramServiceRevenueAmt042413
IRS990/TotalRevenueGrp/ExclusionAmt033079
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049592
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0254969
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt079557
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047156
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0750 N California Ave
IRS990/USAddress/CityNm0Palo Alto
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094303
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RITA TETZLAFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06504948120
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Jordan Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946172286
ReturnHeader/Filer/PhoneNum06504948120
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 North California Ave
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0943033629
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/PreparationDt02015-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-19T19:27:38-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$47,156
Liabilities
$0
Net assets
$47,156
Revenue
$254,969
Expenses
$287,370
Net income
-$32,401
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