Civic Intelligence

Walter Hays Elementary School PTA

990 • Fiscal year 2019 • EIN 94-6172335

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 02, 2019

Organization ProfileN/A
1525 Middlefield RoadPalo Alto, CA 94301

(650) 322-5956

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

84th percentile

50%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$77,748

Up $26,066 (+50%) from 2018

Net Assets

Up

$77,748

Up $26,066 (+50%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin68th percentile

Revenue

Up

$191,203

Up $27,840 (+17%) from 2018

Expenses

Up

$165,137

Up $13,923 (+9.2%) from 2018

Net Income

Up

$26,066

Up $13,917 (+115%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2019

Assets$77,748
Liabilities$0
Net Assets$77,748
Open 2019 Filing

Operations Trend

Revenue Growth70th 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

2019

Revenue$191,203
Expenses$165,137
Net Income$26,066
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 2, 2019
Return Version
2018v3.1
Gross Receipts
$216,330
Mission and Program Overview

Mission

to support students, staff and parents

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$51,682$77,748▲ $26,066
Rtn Earn Endowment Incm Other Fnds$51,682$77,748▲ $26,066
Total Assets$51,682$77,748▲ $26,066
Liabilities
Accounts Payable and Accrued Expenses$0--
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,682$77,748▲ $26,066
Total Liabilities and Net Assets / Fund Balance$51,682$77,748▲ $26,066
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Lise LetourCo President
Meredith MartinCo President
Kevin CarlsonCo Treasurer
Zeehan SelhaCo-Treasurer
Jeff ReiterParliamentarian
Amy DarlingSecretary
L GoldmanAndy ChoiVP Communications
Tina Hua Kara RiebenVP Core Values
Andrea LevesqueRosita HarvieVP Events
Laura GrossDave ShenVP Health & Safety
Natalya FillipovaVP Parent Ed
J ReifenbergT WilliamsVP Volunteer Services
Revenue and Support

Revenue Composition

Contributions and Grants
$133,691
Program Service Revenue
$14,000
Investment Income
$0
Other Revenue
$43,512
All Other Contributions
$130,496
Change in Net Assets
$26,066
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,000
Other Expenses$70,137
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$95,000--$95,000
Other Expenses$5,462$0$0$5,462
Total Functional Expenses$159,121$6,016$0$165,137
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PAUSDWalter Hays Elem SchoolPalo Alto, CA501 (c)3educational$85,000
Palo Alto Junior MuseumPalo Alto, CA501 (c)3educational$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,257
Fundraising Direct Expenses$5,139
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fest Auction$34,210$32,210$1,692$30,518
Color Walk$13,047$13,047$1,447$11,600
Total Events$47,257$45,257$5,139$40,118
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 Walter Hays Elementary Sch
EIN
94-6172335
Phone
6503225956
Address
1525 Middlefield Road, Palo Alto, CA 94301

Signing Officer

Name
Kaitlyn Liao
Title
Co Treasurer
Phone
6503225956
Signed
2019-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
L LatourM Martin
Formed
1929
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
75

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 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 members upon request”

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 upon request.”

Raw XML AppendixShowing 400 of 459 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/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0114094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0219404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0160534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0136494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0713165
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt033
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01237522
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0216330
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0202672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0299243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0246793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0272484
IRS990ScheduleA/Total509Grp/TotalAmt01237522
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01237555
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/Form4720Filed4912TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsAmt0998
IRS990ScheduleC/GrantsOtherOrganizationsInd0true
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The PTA donated funds to a group promoting a school bond issue, Measure Z, to improve the local schools.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt II-B Line 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt0998
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05139
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fest Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Color Walk
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045257
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040118
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02000
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03139
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01692
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01447
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt085000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (c)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0educational
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1educational
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PAUSDWalter Hays Elem School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Palo Alto Junior Museum
IRS990ScheduleI/RecipientTable/RecipientEIN0942168440
IRS990ScheduleI/RecipientTable/RecipientEIN1000000000
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01525 Middlefield Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14050 Middlefield Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Palo Alto
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Palo Alto
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194306
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 members upon request
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 upon request.
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt051682
IRS990/TotalAssetsEOYAmt077748
IRS990/TotalAssetsGrp/BOYAmt051682
IRS990/TotalAssetsGrp/EOYAmt077748
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0133691
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06016
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0159121
IRS990/TotalFunctionalExpensesGrp/TotalAmt0165137
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,748
Liabilities
$0
Net assets
$77,748
Revenue
$191,203
Expenses
$165,137
Net income
$26,066
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