Civic Intelligence

Walter Hays Elementary School PTA

990 • Fiscal year 2014 • EIN 94-6172335

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 30, 2014

Organization ProfileN/A
1525 Middlefield Road94301

(650) 326-8364

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

59th percentile

7.3%

Higher net margin than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

85th percentile

53%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

33rd percentile

-9.2%

Faster revenue growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$39,009

Up $13,504 (+53%) from 2013

Net Assets

Up

$39,009

Up $13,504 (+53%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin59th percentile

Revenue

Down

$184,413

Down $18,776 (-9.2%) from 2013

Expenses

Down

$170,909

Down $67,477 (-28%) from 2013

Net Income

Up

$13,504

Up $48,701 (+138%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$100K$50K$0Assets 2012: $60,702Liabilities 2012: $0Net Assets 2012: $60,7022012Assets 2013: $25,505Liabilities 2013: $0Net Assets 2013: $25,5052013Assets 2014: $39,009Liabilities 2014: $0Net Assets 2014: $39,0092014Assets 2015: $27,366Liabilities 2015: $0Net Assets 2015: $27,3662015Assets 2016: $26,730Liabilities 2016: $0Net Assets 2016: $26,7302016Assets 2017: $39,533Liabilities 2017: $0Net Assets 2017: $39,5332017Assets 2018: $51,682Liabilities 2018: $0Net Assets 2018: $51,6822018Assets 2019: $77,748Liabilities 2019: $0Net Assets 2019: $77,7482019Assets 2020: $82,259Liabilities 2020: $0Net Assets 2020: $82,2592020Assets 2021: $37,959Liabilities 2021: $0Net Assets 2021: $37,9592021Assets 2022: $45,792Liabilities 2022: $0Net Assets 2022: $45,7922022Assets 2023: $68,811Liabilities 2023: $0Net Assets 2023: $68,8112023Assets 2024: $51,187Liabilities 2024: $0Net Assets 2024: $51,1872024Assets 2025: $32,277Liabilities 2025: $0Net Assets 2025: $32,2772025

Highlighted filing

2014

Assets$39,009
Liabilities$0
Net Assets$39,009
Open 2014 Filing

Operations Trend

Revenue Growth33rd percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $217,634Expenses 2012: $209,886Net Income 2012: $7,7482012Revenue 2013: $203,189Expenses 2013: $238,386Net Income 2013: -$35,1972013Revenue 2014: $184,413Expenses 2014: $170,909Net Income 2014: $13,5042014Revenue 2015: $203,877Expenses 2015: $215,520Net Income 2015: -$11,6432015Revenue 2016: $188,625Expenses 2016: $189,261Net Income 2016: -$6362016Revenue 2017: $193,393Expenses 2017: $180,590Net Income 2017: $12,8032017Revenue 2018: $163,363Expenses 2018: $151,214Net Income 2018: $12,1492018Revenue 2019: $191,203Expenses 2019: $165,137Net Income 2019: $26,0662019Revenue 2020: $143,659Expenses 2020: $139,148Net Income 2020: $4,5112020Revenue 2021: $33,049Expenses 2021: $77,349Net Income 2021: -$44,3002021Revenue 2022: $88,936Expenses 2022: $81,103Net Income 2022: $7,8332022Revenue 2023: $83,159Expenses 2023: $60,140Net Income 2023: $23,0192023Revenue 2024: $88,440Expenses 2024: $106,064Net Income 2024: -$17,6242024Revenue 2025: $89,036Expenses 2025: $107,946Net Income 2025: -$18,9102025

Highlighted filing

2014

Revenue$184,413
Expenses$170,909
Net Income$13,504
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 30, 2014
Return Version
2013v3.1
Gross Receipts
$216,692
Mission and Program Overview

Mission

to support students, staff and parents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$25,505$39,009▲ $13,504
Savings and Temporary Cash Investments$18,240$23,455▲ $5,215
Cash and Non-Interest-Bearing Accounts$7,265$15,554▲ $8,289
Total Assets$25,505$39,009▲ $13,504
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,505$39,009▲ $13,504
Total Liabilities and Net Assets / Fund Balance$25,505$39,009▲ $13,504
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Marcy MeagherExec V President
Brette HudacekPresident
Roisin DowneyParliamentarian
Caroline CoteSecretary
Sandy LiuTreasurer
Ananya DasVP Community Bldg
Laura LindstromVP Core Values
Laili JavidVP Events
Colleen BackstrandVP Fundraising
Marc GuilletVP Health & Safety
Vickie HolmanVP Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$94,883
Program Service Revenue
$14,526
Investment Income
$11
Other Revenue
$74,993
All Other Contributions
$92,335
Change in Net Assets
$13,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$169,184
Other Expenses$1,725
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$169,184--$169,184
Other Expenses$0$1,725$0$1,725
Total Functional Expenses$169,184$1,725$0$170,909
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
--501 (c)3educational$140,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$83,470
Fundraising Direct Expenses$12,801
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$83,470$83,470$12,801$70,669
Total Events$83,470$83,470$12,801$70,669
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

EIN
94-6172335
Phone
6503268364

Signing Officer

Name
Sandy Liu
Title
Treasurer
Phone
6503268364
Signed
2014-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandy Liu
Formed
1929
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
100

Preparer

Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The PTA has dues paying members”

Pt VI, Line 7A

“The members vote annually for the officers”

Pt VI, Line 7B

“The operating budget is approved annually by the members”

Pt VI, Line 11B

“The officers plan to make the Form 990 available to interested members”

Pt VI, Line 12C

“The PTA uses the CA State PTA Conflict of Interest Policy”

Pt VI, Line 19

“All governing documents and financial data are available for review on request.”

Form 990, Part III, Line 4D

“Various programs including back to school events 16931. 0. 14526.”

Raw XML Appendix364 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/TitleTxt2Secretary
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt02548
IRS990/MembersOrStockholdersInd0true
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0PTA Admin
IRS990/OtherExpensesGrp/FundraisingAmt00
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IRS990/ProgramServiceRevenueGrp/Desc1Fall Festival
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE PTA FUNDS A FALL FESTIVAL AS A COMMUNITY AND SCHOOL SPIRIT EVENT. IN ADDITION, THE SCHOOL FUNDS VARIOUS FIFTH GRADE ACTIVITIES FOR ENRICHMENT AND TO BUILD COMMUNITY.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0educational
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IRS990ScheduleI/RecipientTable/USAddress/City0Palo Alto
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA has dues paying members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The members vote annually for the officers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The operating budget is approved annually by the members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The officers plan to make the Form 990 available to interested members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA uses the CA State PTA Conflict of Interest Policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All governing documents and financial data are available for review on request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VARIOUS PROGRAMS INCLUDING BACK TO SCHOOL EVENTS 16931. 0. 14526.
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 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part III, Line 4d
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt025505
IRS990/TotalAssetsEOYAmt039009
IRS990/TotalAssetsGrp/BOYAmt025505
IRS990/TotalAssetsGrp/EOYAmt039009
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt094883
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01725
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0169184
IRS990/TotalFunctionalExpensesGrp/TotalAmt0170909
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025505
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt039009
IRS990/TotalOtherProgSrvcExpenseAmt016931
IRS990/TotalOtherProgSrvcRevenueAmt014526
IRS990/TotalProgramServiceExpensesAmt0169184
IRS990/TotalProgramServiceRevenueAmt014526
IRS990/TotalRevenueGrp/ExclusionAmt070680
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018850
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0184413
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025505
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt039009
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101525 Middlefield Rd
IRS990/USAddress/City0Palo Alto
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode094301
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDY LIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06503268364
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA CA Con Walter Hays Elementary Sch
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946172335
ReturnHeader/Filer/PhoneNum06503268364
ReturnHeader/Filer/USAddress/AddressLine101525 Middlefield Road
ReturnHeader/Filer/USAddress/City0Palo Alto
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SUSAN P PINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104109 DONALD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-02T18:20:26-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,009
Liabilities
$0
Net assets
$39,009
Revenue
$184,413
Expenses
$170,909
Net income
$13,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.89$1.08$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.88$1.06$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.83$0.60$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.89$0.81$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.33$0.77$0.44
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.44$1.39$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.91$1.65$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.63$1.51$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.93$1.81$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$1.89$1.89$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$2.04$2.16$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.84$1.71$0.14
2013Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$2.03$2.38$0.35
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$2.18$2.10$0.08