Civic Intelligence

PTA Ca Con Santa Rita Elementary

990 • Fiscal year 2015 • EIN 94-6174402

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 28, 2015

Organization Profilewww.santaritaschool.org
700 Los Altos AveLos Altos, CA 94022-1631

(650) 559-1600

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

58th percentile

7.1%

Higher net margin than 58% 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

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$157,734

Up $22,788 (+17%) from 2014

Net Assets

Up

$157,734

Up $22,788 (+17%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin58th percentile

Revenue

Up

$319,960

Up $59,156 (+23%) from 2014

Expenses

Up

$297,172

Up $98,332 (+49%) from 2014

Net Income

Down

$22,788

Down $39,176 (-63%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$400K$300K$200K$100K$0Assets 2012: $98,658Liabilities 2012: $0Net Assets 2012: $98,6582012Assets 2013: $72,982Liabilities 2013: $0Net Assets 2013: $72,9822013Assets 2014: $134,946Liabilities 2014: $0Net Assets 2014: $134,9462014Assets 2015: $157,734Liabilities 2015: $0Net Assets 2015: $157,7342015Assets 2016: $192,278Liabilities 2016: $0Net Assets 2016: $192,2782016Assets 2017: $271,928Liabilities 2017: $6,472Net Assets 2017: $265,4562017Assets 2018: $350,798Liabilities 2018: $0Net Assets 2018: $350,7982018Assets 2019: $286,866Liabilities 2019: $0Net Assets 2019: $286,8662019Assets 2020: $307,279Liabilities 2020: $0Net Assets 2020: $307,2792020Assets 2021: $318,146Liabilities 2021: $0Net Assets 2021: $318,1462021Assets 2022: $322,678Liabilities 2022: $0Net Assets 2022: $322,6782022Assets 2023: $263,751Liabilities 2023: $0Net Assets 2023: $263,7512023Assets 2024: $278,513Liabilities 2024: $0Net Assets 2024: $278,5132024Assets 2025: $255,222Liabilities 2025: $0Net Assets 2025: $255,2222025

Highlighted filing

2015

Assets$157,734
Liabilities$0
Net Assets$157,734
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

$400K$200K$0-$200KExpenses 2012: $213,8622012Expenses 2013: $246,9062013Revenue 2014: $260,804Expenses 2014: $198,840Net Income 2014: $61,9642014Revenue 2015: $319,960Expenses 2015: $297,172Net Income 2015: $22,7882015Revenue 2016: $253,507Expenses 2016: $218,963Net Income 2016: $34,5442016Revenue 2017: $323,548Expenses 2017: $250,370Net Income 2017: $73,1782017Revenue 2018: $303,081Expenses 2018: $217,739Net Income 2018: $85,3422018Revenue 2019: $273,595Expenses 2019: $337,527Net Income 2019: -$63,9322019Revenue 2020: $271,658Expenses 2020: $251,245Net Income 2020: $20,4132020Revenue 2021: $114,507Expenses 2021: $103,640Net Income 2021: $10,8672021Revenue 2022: $174,997Expenses 2022: $170,465Net Income 2022: $4,5322022Revenue 2023: $164,626Expenses 2023: $223,553Net Income 2023: -$58,9272023Revenue 2024: $189,165Expenses 2024: $174,403Net Income 2024: $14,7622024Revenue 2025: $172,357Expenses 2025: $195,648Net Income 2025: -$23,2912025

Highlighted filing

2015

Revenue$319,960
Expenses$297,172
Net Income$22,788
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 28, 2015
Return Version
2014v5.0
Gross Receipts
$397,224
Mission and Program Overview

Mission

to support students, staff & parents

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$134,946$157,734▲ $22,788
Rtn Earn Endowment Incm Other Fnds$134,946$157,734▲ $22,788
Total Assets$134,946$157,734▲ $22,788
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$134,946$157,734▲ $22,788
Total Liabilities and Net Assets / Fund Balance$134,946$157,734▲ $22,788
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Jessica GowdyCo President
Kathy ColePresident
Leslie Shaw1st VP - Communication
Christina Sudin1st VP - Fundraising
Becky FuchsAuditor
Nichola JanuarioCo VP - Fundraising
Bryan JohnsonParliamentarian
Kate AronowitzSecretary
Victoria KeilTreasurer
Maud DaujeanWebmaster
Revenue and Support

Revenue Composition

Contributions and Grants
$116,785
Program Service Revenue
$68,295
Investment Income
$483
Other Revenue
$134,397
All Other Contributions
$111,929
Change in Net Assets
$22,788
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$214,537
Other Expenses$82,635
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$214,537--$214,537
Information Technology$73,124$0$0$73,124
Fees for Services Lobbying$0$5,000$0$5,000
Other Expenses$2,301$0$0$2,301
Insurance$0$209$0$209
Total Functional Expenses$289,962$7,210$0$297,172
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Los Altos Sch DistLos Altos, CA501 (c)3educational$216,838
Los Altos Sch DistLos Altos, CA501 (c)3technology$73,124
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$191,810
Fundraising Direct Expenses$62,473
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$96,627$96,627$19,232$77,395
Witches Delight$36,106$36,106$20,796$15,310
Total Events$191,810$191,810$62,473$129,337
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 Santa Rita Elementary
EIN
94-6174402
Phone
6505591600
Address
700 Los Altos Ave, Los Altos, CA 94022-1631

Signing Officer

Name
Claire Wald
Title
Treasurer
Phone
6505591600
Signed
2015-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Claire Wald
Formed
1957
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
300

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 members and approximately 300 volunteers”

Pt VI, Line 7A

“Members vote for the officers annually”

Pt VI, Line 7B

“The operating budget is approved annually by the members”

Pt VI, Line 11B

“The officers plan to have the Form 990 available to members”

Pt VI, Line 12C

“The Auditor is charged with monitoring transactions”

Pt VI, Line 19

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

Raw XML Appendix389 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt059077
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0191810
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0129337
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt022445
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt062473
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020796
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019232
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0216838
IRS990ScheduleI/RecipientTable/CashGrantAmt173124
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (c)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0educational
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1technology
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Los Altos Sch Dist
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Los Altos Sch Dist
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0Santa Rita Elementary
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1Santa Rita Elementary
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Los Altos
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Los Altos
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094022
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194022
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA has members and approximately 300 volunteers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members vote for the officers annually
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The operating budget is approved annually by the members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The officers plan to have the Form 990 available to members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Auditor is charged with monitoring transactions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All governing documents and financial data is 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/TotalAssetsBOYAmt0134946
IRS990/TotalAssetsEOYAmt0157734
IRS990/TotalAssetsGrp/BOYAmt0134946
IRS990/TotalAssetsGrp/EOYAmt0157734
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0116785
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07210
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0289962
IRS990/TotalFunctionalExpensesGrp/TotalAmt0297172
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0134946
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0157734
IRS990/TotalProgramServiceExpensesAmt0289962
IRS990/TotalProgramServiceRevenueAmt068295
IRS990/TotalRevenueGrp/ExclusionAmt0134880
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt068295
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0319960
IRS990/TotalVolunteersCnt0300
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0134946
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0157734
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0700 Los Altos Ave
IRS990/USAddress/CityNm0Los Altos
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0940221631
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.santaritaschool.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE WALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06505591600
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Santa Rita Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946174402
ReturnHeader/Filer/PhoneNum06505591600
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 Los Altos Ave
ReturnHeader/Filer/USAddress/CityNm0Los Altos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940221631
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/PreparationDt02015-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-09-08T19:28:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$157,734
Liabilities
$0
Net assets
$157,734
Revenue
$319,960
Expenses
$297,172
Net income
$22,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.72$1.96$0.23
2024Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$1.89$1.74$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$1.65$2.24$0.59
2022Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$1.75$1.70$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$1.15$1.04$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$2.72$2.51$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$2.74$3.38$0.64
2018Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$3.03$2.18$0.85
2017Detailed filing. Detailed filing data is available for this year.$2.72$0.06$2.65$3.24$2.50$0.73
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$2.54$2.19$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$3.20$2.97$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$2.61$1.99$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$2.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$2.14