Civic Intelligence

PTA Ca Con Santa Rita Elementary

990 • Fiscal year 2017 • EIN 94-6174402

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 05, 2017

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

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

82nd percentile

41%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$271,928

Up $79,650 (+41%) from 2016

Net Assets

Up

$265,456

Up $73,178 (+38%) from 2016

Liabilities

Up

$6,472

Up $6,472 from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin79th percentile

Revenue

Up

$323,548

Up $70,041 (+28%) from 2016

Expenses

Up

$250,370

Up $31,407 (+14%) from 2016

Net Income

Up

$73,178

Up $38,634 (+112%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2017

Assets$271,928
Liabilities$6,472
Net Assets$265,456
Open 2017 Filing

Operations Trend

Revenue Growth78th 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

2017

Revenue$323,548
Expenses$250,370
Net Income$73,178
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 5, 2017
Return Version
2016v3.0
Gross Receipts
$400,870
Mission and Program Overview

Mission

to support students, staff & parents

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$192,278$271,928▲ $79,650
Rtn Earn Endowment Incm Other Fnds$192,278$265,456▲ $73,178
Total Assets$192,278$271,928▲ $79,650
Liabilities
Accounts Payable and Accrued Expenses-$6,472-
Total Liabilities$0$6,472▲ $6,472
Net Assets / Fund Balance
Total Net Assets Fund Balance$192,278$265,456▲ $73,178
Total Liabilities and Net Assets / Fund Balance$192,278$271,928▲ $79,650
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Emily McelhinneyPresident
Kathy ChiExec Vice President
Gayle Mujica1st VP - Communication
Nalini Bhagavatula1st VP - Fundraising
Tara FeltsAuditor
Jessica GowdyParliamentarian
Monika SuskoSecretary
Julie VolkertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$150,729
Program Service Revenue
$17,345
Investment Income
$489
Other Revenue
$154,985
All Other Contributions
$114,881
Change in Net Assets
$73,178

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 Table110$30,600Donor advised
Total Noncash Contributions110$30,600-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$250,370
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$91,722$0$0$91,722
Office Expenses$0$8,645$0$8,645
Total Functional Expenses$236,725$13,645$0$250,370
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$201,370
Fundraising Direct Expenses$75,877
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$135,406$104,806$10,431$94,375
Witches Delight$45,068$45,068$19,815$25,253
Total Events$231,970$201,370$75,877$125,493
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
Julie Volkert
Title
Treasurer
Phone
6505591600
Signed
2017-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Volkert
Formed
1957
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
550

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 550 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/OthDirectExpnssOtherEventsAmt015031
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt045277
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019815
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010431
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0110
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Auction items
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt030600
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA has members and approximately 550 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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0192278
IRS990/TotalAssetsEOYAmt0271928
IRS990/TotalAssetsGrp/BOYAmt0192278
IRS990/TotalAssetsGrp/EOYAmt0271928
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0150729
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013645
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0236725
IRS990/TotalFunctionalExpensesGrp/TotalAmt0250370
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt06472
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt06472
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0192278
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0265456
IRS990/TotalProgramServiceExpensesAmt0236725
IRS990/TotalProgramServiceRevenueAmt017345
IRS990/TotalRevenueGrp/ExclusionAmt0155474
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017345
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0323548
IRS990/TotalVolunteersCnt0550
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0192278
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0271928
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/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.santaritaschool.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE VOLKERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06505591600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02017-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:34:18
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/PreparationDt02017-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-09T19:34:26-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$271,928
Liabilities
$6,472
Net assets
$265,456
Revenue
$323,548
Expenses
$250,370
Net income
$73,178
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