Civic Intelligence

Ohlone Elem School PTA

EIN 94-6173274 • 501(c)3 • Palo Alto, CA

Profile

to support students, staff and parents at Ohlone Elementary School

950 Amarillo AvePalo Alto, CA 94303

www.ohlone.paloaltopta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

55th percentile

4.4%

Higher net margin than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

8.3%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$82,631

Up $10,497 (+15%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$82,631

Up $10,497 (+15%) from 2024

Revenue

Up

$236,926

Up $18,230 (+8.3%) from 2024

Expenses

Up

$226,429

Up $18,058 (+8.7%) from 2024

Net Income

Up

$10,497

Up $172 (+1.7%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $86,404Net Assets 2011: $86,4042011Assets 2012: $52,943Net Assets 2012: $52,9432012Assets 2013: $89,945Liabilities 2013: $0Net Assets 2013: $89,9452013Assets 2014: $67,590Net Assets 2014: $67,5902014Assets 2015: $131,416Liabilities 2015: $0Net Assets 2015: $131,4162015Assets 2016: $86,765Liabilities 2016: $0Net Assets 2016: $86,7652016Assets 2017: $105,591Liabilities 2017: $0Net Assets 2017: $105,5912017Assets 2018: $60,964Liabilities 2018: $0Net Assets 2018: $60,9642018Assets 2019: $99,420Liabilities 2019: $0Net Assets 2019: $99,4202019Assets 2020: $93,234Liabilities 2020: $0Net Assets 2020: $93,2342020Assets 2021: $70,559Liabilities 2021: $0Net Assets 2021: $70,5592021Assets 2022: $65,648Liabilities 2022: $0Net Assets 2022: $65,6482022Assets 2023: $61,809Liabilities 2023: $0Net Assets 2023: $61,8092023Assets 2024: $72,134Liabilities 2024: $0Net Assets 2024: $72,1342024Assets 2025: $82,631Liabilities 2025: $0Net Assets 2025: $82,6312025

Highlighted filing

2025

Assets$82,631
Liabilities$0
Net Assets$82,631

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $151,623Expenses 2011: $115,517Net Income 2011: $36,1062011Revenue 2012: $124,352Expenses 2012: $157,813Net Income 2012: -$33,4612012Expenses 2013: $142,9392013Revenue 2014: $110,869Expenses 2014: $133,224Net Income 2014: -$22,3552014Revenue 2015: $252,569Expenses 2015: $188,743Net Income 2015: $63,8262015Revenue 2016: $185,942Expenses 2016: $230,593Net Income 2016: -$44,6512016Revenue 2017: $255,779Expenses 2017: $236,953Net Income 2017: $18,8262017Revenue 2018: $221,742Expenses 2018: $266,369Net Income 2018: -$44,6272018Revenue 2019: $236,239Expenses 2019: $197,783Net Income 2019: $38,4562019Revenue 2020: $183,797Expenses 2020: $189,983Net Income 2020: -$6,1862020Revenue 2021: $119,955Expenses 2021: $142,630Net Income 2021: -$22,6752021Revenue 2022: $145,154Expenses 2022: $150,065Net Income 2022: -$4,9112022Revenue 2023: $164,193Expenses 2023: $168,032Net Income 2023: -$3,8392023Revenue 2024: $218,696Expenses 2024: $208,371Net Income 2024: $10,3252024Revenue 2025: $236,926Expenses 2025: $226,429Net Income 2025: $10,4972025

Highlighted filing

2025

Revenue$236,926
Expenses$226,429
Net Income$10,497

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$2.37$2.26$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$2.19$2.08$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.64$1.68$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.45$1.50$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.20$1.43$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.84$1.90$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$2.36$1.98$0.38
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$2.22$2.66$0.45
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$2.56$2.37$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.86$2.31$0.45
2015Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$2.53$1.89$0.64
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.11$1.33$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$1.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.53$1.24$1.58$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.86$1.52$1.16$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 9, 2025
Return Version
2024v5.2
Gross Receipts
$286,263
Mission and Program Overview

Mission

to support students, staff and parents at Ohlone Elementary School

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$72,134$82,631▲ $10,497
Rtn Earn Endowment Incm Other Fnds$72,134$82,631▲ $10,497
Total Assets$72,134$82,631▲ $10,497
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$72,134$82,631▲ $10,497
Total Liabilities and Net Assets / Fund Balance$72,134$82,631▲ $10,497
Compensation and Service Providers

Board Members and Trustees

NameTitle
Yudy DengPresident
Akshaya AradhyaExecutive Vice President
Kyla FarrellCo VP Communications
Margaret RicklingCo VP Communications
Angie SanaeeCo VP Community Building
Cristina SmithCo VP Community Building
Lizzy LiuCo VP Outreach
Shanshan XuCo VP Outreach
Helen Yu WangParliamentarian
Lynn WolfSecretary
Etta LinTreasurer
Kalapi BiswasVP Enrichment
Matt ONeillVP Technology
Helen WilsonVP Ways and Means
Revenue and Support

Revenue Composition

Contributions and Grants
$142,077
Program Service Revenue
$106,946
Investment Income
$10
Other Revenue
$-12,107
All Other Contributions
$105,116
Change in Net Assets
$10,497

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$35,393Donor Advised
Total Noncash Contributions120$35,393-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,429
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$111,690--$111,690
Office Expenses-$2,253-$2,253
Total Functional Expenses$224,176$2,253$0$226,429
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$49,199
Fundraising Gross Income$34,172
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
AuctionHarv$68,029$32,636$13,806$18,830
Total Events$69,565$34,172$49,199$-15,027
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

Members or stockholder classes and rights Part VI line 6

Members include parents and staff.

Member election for additional members Part VI line 7A

Members elect the officers annually and vote on important issues.

Governing body decisions Part VI line 7B

The budget is approved annually by the members.

Form 990 governing body review Part VI line 11

The Form 990 is reported at the meeting and available for review upon request.

Conflict of interest policy compliance Part VI line 12C

The PTA uses the CA State PTA Conflict of Interest Policy.

Governing documents etc available to public Part VI line 19

All documents and financial reports are available for review upon request.

Filing and Contact Details

Filer

Filer Name
Ohlone Elem School PTA
EIN
94-6173274
In Care Of
% Etta Lin
Phone
6508561726
Address
950 Amarillo Ave, Palo Alto, CA 94303
Doing Business As
PTA CA Congress Ohlone Elem Sc

Signing Officer

Name
Etta Lin
Title
Treasurer
Phone
6508561726
Signed
2025-11-09
Discuss with paid preparer
No

Organization Details

Formed
1953
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
35

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
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IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0Community Programs
IRS990/ProgramServiceRevenueGrp/Desc1Farm Library and Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018348
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt188598
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018348
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt188598
IRS990/ProgSrvcAccomActy2Grp/Desc0The PTA provides support for the library, the farm program, and other programs.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt096774
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt088598
IRS990/ProgSrvcAccomActy3Grp/Desc0The PTA supports community with activities such as a Pancake Breakfast, Parent Education meetings, an Ice Skating Party, Bingo Night, and a Back to School Picnic. School logo clothing is sold at cost, and an annual Yearbook is produced.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015712
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt018348
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0118966
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0208371
IRS990/PYOtherRevenueAmt05332
IRS990/PYProgramServiceRevenueAmt094398
IRS990/PYRevenuesLessExpensesAmt010325
IRS990/PYTotalExpensesAmt0208371
IRS990/PYTotalRevenueAmt0218696
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt010497
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt072134
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt082631
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0142077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0118966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0143334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt072712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt057369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0534458
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0144176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0112331
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0114936
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt072552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062586
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0506581
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01041039
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0286253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0231297
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0258270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0145264
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119955
IRS990ScheduleA/Total509Grp/TotalAmt01041039
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0286263
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0231297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0258270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0145264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119955
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01041049
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt035393
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt035393
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049199
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AuctionHarv
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt068029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034172
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-15027
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt035393
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt035393
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013806
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013806
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0120
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0School Auction Donations
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor Advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt035393
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members include parents and staff.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members elect the officers annually and vote on important issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The budget is approved annually by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is reported at the meeting and available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA uses the CA State PTA Conflict of Interest Policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All documents and financial reports are available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt072134
IRS990/TotalAssetsEOYAmt082631
IRS990/TotalAssetsGrp/BOYAmt072134
IRS990/TotalAssetsGrp/EOYAmt082631
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0142077
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02253
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0224176
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226429
IRS990/TotalGrossUBIAmt0-15027
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt072134
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt082631
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0224176
IRS990/TotalProgramServiceRevenueAmt0106946
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0109866
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0236926
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-15027
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt072134
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt082631

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