Civic Intelligence

PTA Ca Con Santa Rita Elementary

990 • Fiscal year 2019 • EIN 94-6174402

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 04, 2019

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

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

15th percentile

-23%

Higher net margin than 15% 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

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

34th percentile

-9.7%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$286,866

Down $63,932 (-18%) from 2018

Net Assets

Down

$286,866

Down $63,932 (-18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin15th percentile

Revenue

Down

$273,595

Down $29,486 (-9.7%) from 2018

Expenses

Up

$337,527

Up $119,788 (+55%) from 2018

Net Income

Down

-$63,932

Down $149,274 (-175%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2019

Assets$286,866
Liabilities$0
Net Assets$286,866
Open 2019 Filing

Operations Trend

Revenue Growth34th 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

2019

Revenue$273,595
Expenses$337,527
Net Income-$63,932
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 4, 2019
Return Version
2018v3.1
Gross Receipts
$398,013
Mission and Program Overview

Mission

to support students, staff & parents

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$350,798$286,866▼ $63,932
Rtn Earn Endowment Incm Other Fnds$350,798$286,866▼ $63,932
Total Assets$350,798$286,866▼ $63,932
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$350,798$286,866▼ $63,932
Total Liabilities and Net Assets / Fund Balance$350,798$286,866▼ $63,932
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Eileen TsePresident
Gayle MujicaExec Vice President
Ana NunezAuditor
Katrina WattersHistorian
Kathy ChiParliamentarian
Julie VolkertSecretary
Natasha StirrupTreasurer
Monique SchareckVP - Communication
Caroline HuartVP - Fundraising
Revenue and Support

Revenue Composition

Contributions and Grants
$197,806
Program Service Revenue
$13,288
Investment Income
$957
Other Revenue
$61,544
All Other Contributions
$134,243
Change in Net Assets
$-63,932

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 Table137$50,203Donor Advised
Food Inventory100$7,500Donor Advised
Total Noncash Contributions237$57,703-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$337,527
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$163,071$0$0$163,071
Office Expenses$1,867$9,391$0$11,258
Total Functional Expenses$328,136$9,391$0$337,527
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$174,985
Fundraising Direct Expenses$115,986
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$143,805$93,602$17,094$76,508
Witches Delight$41,717$39,717$20,027$19,690
Total Events$232,688$174,985$115,986$58,999
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 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
Natasha Stirrup
Title
Treasurer
Phone
6505591600
Signed
2019-09-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natasha Stirrup
Formed
1957
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
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 AppendixShowing 400 of 422 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/Total509Grp/CurrentTaxYearMinus3YearsAmt0313376
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0396741
IRS990ScheduleA/Total509Grp/TotalAmt01917153
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01920173
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt057703
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt050203
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt05500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0115986
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Witches Delight
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt05500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0143805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt047166
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0232688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt093602
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt041666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0174985
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058999
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt050203
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt050203
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021162
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058283
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020027
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017094
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/FoodInventoryGrp/ContributionCnt0100
IRS990ScheduleM/FoodInventoryGrp/MethodOfDeterminingRevenuesTxt0Donor Advised
IRS990ScheduleM/FoodInventoryGrp/NonCashCheckboxInd0X
IRS990ScheduleM/FoodInventoryGrp/NoncashContributionsRptF990Amt07500
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0137
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Auction Donations
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor Advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt050203
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
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0286866
IRS990/TotalAssetsGrp/BOYAmt0350798
IRS990/TotalAssetsGrp/EOYAmt0286866
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0197806
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09391
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0328136
IRS990/TotalFunctionalExpensesGrp/TotalAmt0337527
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0350798
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0286866
IRS990/TotalProgramServiceExpensesAmt0328136
IRS990/TotalProgramServiceRevenueAmt013288
IRS990/TotalRevenueGrp/ExclusionAmt059956
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015833
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0273595
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0550
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0350798
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0286866
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0700 Los Altos Ave
IRS990/USAddress/CityNm0Los Altos
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0940221631
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0www.santaritaschool.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Natasha Stirrup
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06505591600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-04
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$286,866
Liabilities
$0
Net assets
$286,866
Revenue
$273,595
Expenses
$337,527
Net income
-$63,932
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