Civic Intelligence

PTA Ca Con Santa Rita Elementary

990 • Fiscal year 2020 • EIN 94-6174402

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 12, 2020

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

(650) 559-1600

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$307,279

Up $20,413 (+7.1%) from 2019

Net Assets

Up

$307,279

Up $20,413 (+7.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Down

$271,658

Down $1,937 (-0.7%) from 2019

Expenses

Down

$251,245

Down $86,282 (-26%) from 2019

Net Income

Up

$20,413

Up $84,345 (+132%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$307,279
Liabilities$0
Net Assets$307,279
Open 2020 Filing

Operations Trend

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

2020

Revenue$271,658
Expenses$251,245
Net Income$20,413
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 12, 2020
Return Version
2019v5.1
Gross Receipts
$343,504
Mission and Program Overview

Mission

to support students, staff & parents

to support students, staff and parents at Santa Rita Elementary School

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$286,866$307,279▲ $20,413
Cash and Non-Interest-Bearing Accounts$255,109$275,506▲ $20,397
Savings and Temporary Cash Investments$31,757$31,773▲ $16
Total Assets$286,866$307,279▲ $20,413
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$286,866$307,279▲ $20,413
Total Liabilities and Net Assets / Fund Balance$286,866$307,279▲ $20,413
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gayle MujicaPresident
Alison BiggsExecutive Vice President
Ana NunezAuditor
Katrina WattersHistorian
Steven JinIncoming Treasurer
Eileen TseParliamentarian
Julie VolkertSecretary
Natasha StirrupTreasurer
Amber MacDonaldVP Communications
Caroline HuartVP Fundraising
Revenue and Support

Revenue Composition

Contributions and Grants
$176,860
Program Service Revenue
$5,289
Investment Income
$677
Other Revenue
$88,832
All Other Contributions
$142,141
Change in Net Assets
$20,413

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 Table240$30,068donor advised
Other Non Cash Contri Table460$900donor advised
Other Non Cash Contri Table23$470donor advised
Total Noncash Contributions723$31,438-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$251,245
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$48,148--$48,148
Office Expenses$1,194$9,649-$10,843
Total Functional Expenses$241,596$9,649$0$251,245
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$150,225
Fundraising Direct Expenses$65,771
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$96,384$64,946$32,946$32,000
Witches$39,963$39,963$21,926$18,037
Total Events$181,663$150,225$65,771$84,454
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
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

“The PTA has members and approximately 550 volunteers.”

Member election for additional members Part VI line 7A

“Members vote for the officers annually.”

Governing body decisions Part VI line 7B

“The operating budget is approved annually by the members.”

Form 990 governing body review Part VI line 11

“The Form 990 is made available to the members for inspection.”

Conflict of interest policy compliance Part VI line 12C

“The PTA uses the State PTA conflict of interest policy. The auditor is charged with monitoring transactions.”

Governing documents etc available to public Part VI line 19

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

Filing and Contact Details

Filer

Filer Name
Santa Rita Elementary PTA
EIN
94-6174402
Address
700 Los Altos Ave, Los Altos, CA 94022-1631
Doing Business As
PTA CA Con Santa Rita Elem PTA

Signing Officer

Name
Steven Jin
Title
Treasurer
Phone
6505591600
Signed
2020-09-12
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
550

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
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IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1donor advised
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2donor advised
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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 Form 990 is made available to the members for inspection.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA uses the State PTA conflict of interest policy. The auditor is charged with monitoring transactions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All governing documents and financial data is 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
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven Jin

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,279
Liabilities
$0
Net assets
$307,279
Revenue
$271,658
Expenses
$251,245
Net income
$20,413
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