Civic Intelligence

PTA Ca Con Ohlone Elem School PTA

990 • Fiscal year 2019 • EIN 94-6173274

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

Organization ProfileN/A
950 Amarillo AvenuePalo Alto, CA 94303

(650) 856-1726

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

72nd percentile

16%

Higher net margin than 72% 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

87th percentile

63%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

58th percentile

6.5%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$99,420

Up $38,456 (+63%) from 2018

Net Assets

Up

$99,420

Up $38,456 (+63%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin72nd percentile

Revenue

Up

$236,239

Up $14,497 (+6.5%) from 2018

Expenses

Down

$197,783

Down $68,586 (-26%) from 2018

Net Income

Up

$38,456

Up $83,083 (+186%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$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

2019

Assets$99,420
Liabilities$0
Net Assets$99,420
Open 2019 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$236,239
Expenses$197,783
Net Income$38,456
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
$334,759
Mission and Program Overview

Mission

to support students, staff and parents at Ohlone Elementary School

to support students, staff & parents

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$60,964$99,420▲ $38,456
Rtn Earn Endowment Incm Other Fnds$60,964$99,420▲ $38,456
Total Assets$60,964$99,420▲ $38,456
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$60,964$99,420▲ $38,456
Total Liabilities and Net Assets / Fund Balance$60,964$99,420▲ $38,456
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Kim KlikoffPresident
Rebecca SweatExec VP
Craig ButterworthHistorian
Shirin ZebarjadiParliamentarian
Heather SahamiSecretary
Erhyu YuanTreasurer
Leilani YauVP Communications
Kathy ChenVP Community Bldg
Ming MaoVP Community Bldg
Karina EtminaniVP Enrichment
Dana NelsonVP Outreach
Jen ChuVP Ways/Means
Revenue and Support

Revenue Composition

Contributions and Grants
$184,933
Program Service Revenue
$46,077
Investment Income
$0
Other Revenue
$5,229
All Other Contributions
$106,307
Change in Net Assets
$38,456
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,783
Grants and Similar Amounts Paid$46,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,000--$46,000
Other Expenses$45,425$0$0$45,425
Office Expenses$0$8,941$0$8,941
Total Functional Expenses$188,842$8,941$0$197,783
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ohlone Elementary SchoolPalo Alto, CA-educational$46,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$103,749
Fundraising Direct Expenses$98,520
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$158,133$81,840$11,285$70,555
Book Fair, etc$21,909$21,909$10,942$10,967
Total Events$180,042$103,749$98,520$5,229
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 Ohlone Elem School PTA
EIN
94-6173274
Phone
6508561726
Address
950 Amarillo Avenue, Palo Alto, CA 94303

Signing Officer

Name
Erhyu Yuan
Title
Treasurer
Phone
6508561726
Signed
2019-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erhyu Yuan
Formed
1953
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
342

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 and staff”

Pt VI, Line 7A

“Members elect the officers and vote on important issues”

Pt VI, Line 7B

“The annual budget is approved by the members”

Pt VI, Line 11B

“The 990 is reported at the meeting & available for review”

Pt VI, Line 12C

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

Pt VI, Line 19

“All documents are available for review on request”

Raw XML AppendixShowing 400 of 447 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/CurrentTaxYearMinus1YearAmt0156463
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0343560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0200952
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0255923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01106724
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01553188
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0334759
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0226713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0372643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0241201
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0377872
IRS990ScheduleA/Total509Grp/TotalAmt01553188
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01553188
IRS990/ScheduleBRequiredInd0false
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 gave funds to support a local school bond issue to improve school facilities
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt II-B Line 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt0998
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt076293
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt076293
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt098520
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair, etc
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0158133
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0180042
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt081840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0103749
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05229
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt076293
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt076293
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022227
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011285
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010942
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt046000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0educational
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Ohlone Elementary School
IRS990ScheduleI/RecipientTable/RecipientEIN0000000000
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0950 Amarillo St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Palo Alto
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094303
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members include parents and staff
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members elect the officers and vote on important issues
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The annual budget is approved by the members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 990 is reported at the meeting & available for review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA uses the CA State PTA conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All documents are available for review on 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/TotalAssetsBOYAmt060964
IRS990/TotalAssetsEOYAmt099420
IRS990/TotalAssetsGrp/BOYAmt060964
IRS990/TotalAssetsGrp/EOYAmt099420
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0184933
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08941
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0188842
IRS990/TotalFunctionalExpensesGrp/TotalAmt0197783
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt060964
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt099420
IRS990/TotalProgramServiceExpensesAmt0188842
IRS990/TotalProgramServiceRevenueAmt046077
IRS990/TotalRevenueGrp/ExclusionAmt05229
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt046077
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0236239
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0342
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt060964

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$99,420
Liabilities
$0
Net assets
$99,420
Revenue
$236,239
Expenses
$197,783
Net income
$38,456
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