Civic Intelligence

PTA Ca Con Santa Rita Elementary

990 • Fiscal year 2022 • EIN 94-6174402

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 10, 2022

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

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

46th percentile

2.6%

Higher net margin than 46% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

51st percentile

1.4%

Faster asset growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

53%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$322,678

Up $4,532 (+1.4%) from 2021

Net Assets

Up

$322,678

Up $4,532 (+1.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin46th percentile

Revenue

Up

$174,997

Up $60,490 (+53%) from 2021

Expenses

Up

$170,465

Up $66,825 (+64%) from 2021

Net Income

Down

$4,532

Down $6,335 (-58%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2022

Assets$322,678
Liabilities$0
Net Assets$322,678
Open 2022 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

2022

Revenue$174,997
Expenses$170,465
Net Income$4,532
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 10, 2022
Return Version
2021v4.2
Gross Receipts
$216,135
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$318,146$322,678▲ $4,532
Cash and Non-Interest-Bearing Accounts$286,364$290,890▲ $4,526
Savings and Temporary Cash Investments$31,782$31,788▲ $6
Total Assets$318,146$322,678▲ $4,532
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$318,146$322,678▲ $4,532
Total Liabilities and Net Assets / Fund Balance$318,146$322,678▲ $4,532
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Jon BennettPresident
Amber McDonaldExecutive Vice President
Kelly SandersExecutive Vice President
Lisa VanderbeekAuditor
Carrie MiddletonHistorian
Chiachi LanIncoming Treasurer
Alison Gardner BiggsParliamentarian
Lisa WeekesSecretary
Olga PlatonTreasurer
Stephanie HansenVP Communications
Masha FinkelsteinVP Fundraising
Revenue and Support

Revenue Composition

Contributions and Grants
$116,654
Program Service Revenue
$4,275
Investment Income
$518
Other Revenue
$53,550
All Other Contributions
$113,548
Change in Net Assets
$4,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,465
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$31,973--$31,973
Office Expenses-$5,079-$5,079
Total Functional Expenses$165,386$5,079$0$170,465
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$92,321
Fundraising Direct Expenses$40,976
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Witches De$34,854$34,854$30,745$4,109
Readathon$31,070$31,070$2,320$28,750
Total Events$92,321$92,321$40,977$51,344
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 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 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
Chiachi Lan
Title
Incoming Treasu
Phone
6505591600
Signed
2022-10-10
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
50

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Raw XML AppendixShowing 400 of 421 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0to support students, staff and parents at Santa Rita Elementary School
IRS990/AllOtherContributionsAmt0113548
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0Treasurer
IRS990/BooksInCareOfDetail/PhoneNum06505591600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 Los Altos Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Los Altos
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0940221631
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0286364
IRS990/CashNonInterestBearingGrp/EOYAmt0290890
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0162
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0116654
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0518
IRS990/CYOtherExpensesAmt0170465
IRS990/CYOtherRevenueAmt053550
IRS990/CYProgramServiceRevenueAmt04275
IRS990/CYRevenuesLessExpensesAmt04532
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0170465
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0174997
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0The PTA supports purchase of technology and site improvements.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0PTA CA Con Santa Rita Elem PTA
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt064323
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt620.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1015.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Carrie Middleton
IRS990/Form990PartVIISectionAGrp/PersonNm1Alison Gardner Biggs
IRS990/Form990PartVIISectionAGrp/PersonNm2Olga Platon
IRS990/Form990PartVIISectionAGrp/PersonNm3Kelly Sanders
IRS990/Form990PartVIISectionAGrp/PersonNm4Chiachi Lan
IRS990/Form990PartVIISectionAGrp/PersonNm5Lisa Vanderbeek
IRS990/Form990PartVIISectionAGrp/PersonNm6Amber McDonald
IRS990/Form990PartVIISectionAGrp/PersonNm7Jon Bennett
IRS990/Form990PartVIISectionAGrp/PersonNm8Masha Finkelstein
IRS990/Form990PartVIISectionAGrp/PersonNm9Lisa Weekes
IRS990/Form990PartVIISectionAGrp/PersonNm10Stephanie Hansen
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Historian
IRS990/Form990PartVIISectionAGrp/TitleTxt1Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Executive Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Incoming Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Auditor
IRS990/Form990PartVIISectionAGrp/TitleTxt6Executive Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP Fundraising
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP Communications
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt040976
IRS990/FundraisingGrossIncomeAmt092321
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0216135
IRS990/GrossSalesOfInventoryAmt02367
IRS990/GroupExemptionNum00646
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0518
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0518
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt03106
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0to support students, staff and parents at Santa Rita Elementary School
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0318146
IRS990/NetAssetsOrFundBalancesEOYAmt0322678
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt051345
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt051345
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02205
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt02205
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05079
IRS990/OfficeExpensesGrp/TotalAmt05079
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Academic support and supplie
IRS990/OtherExpensesGrp/Desc1Technology and Site Improvmt
IRS990/OtherExpensesGrp/Desc2CommunityOutside Programs
IRS990/OtherExpensesGrp/Desc3Other Programs
IRS990/OtherExpensesGrp/ProgramServicesAmt040531
IRS990/OtherExpensesGrp/ProgramServicesAmt164323
IRS990/OtherExpensesGrp/ProgramServicesAmt228559
IRS990/OtherExpensesGrp/ProgramServicesAmt331973
IRS990/OtherExpensesGrp/TotalAmt040531
IRS990/OtherExpensesGrp/TotalAmt164323
IRS990/OtherExpensesGrp/TotalAmt228559
IRS990/OtherExpensesGrp/TotalAmt331973
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0Hot Lunch
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04275
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04275
IRS990/ProgSrvcAccomActy2Grp/Desc0The PTA supports community building events, outside enrichment programs, teacher training, teacher appreciation, and many other programs.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt060532
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04275
IRS990/ProgSrvcAccomActy3Grp/Desc0The PTA funds expenses for classroom supplies, and other curriculum support
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt040531
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt096730
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0601
IRS990/PYOtherExpensesAmt0103640
IRS990/PYOtherRevenueAmt014556
IRS990/PYProgramServiceRevenueAmt02620
IRS990/PYRevenuesLessExpensesAmt010867
IRS990/PYTotalExpensesAmt0103640
IRS990/PYTotalRevenueAmt0114507
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt04532
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0318146
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0322678
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031782
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0116654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt096730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0145350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0197306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0149128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0705168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0518
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0601
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0676
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0957
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0702
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt098963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034164
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0197478
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0199250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0260471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0790326
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0518
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0601
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0676
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0957
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0702
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03454
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99770
IRS990ScheduleA/PublicSupportPY509Pct00.99800
IRS990ScheduleA/PublicSupportTotal509Amt01495494
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0215617
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0130894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0342828
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0396556
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0409599
IRS990ScheduleA/Total509Grp/TotalAmt01495494
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0216135
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0131495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0343504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0397513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0410301
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01498948
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040977
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Readathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Witches De
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034854
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt026397
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt034854
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt026397
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt092321
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051344
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07912
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040977
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02320
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt030745
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA has members and 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0318146
IRS990/TotalAssetsEOYAmt0322678
IRS990/TotalAssetsGrp/BOYAmt0318146
IRS990/TotalAssetsGrp/EOYAmt0322678
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0116654
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05079
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0165386
IRS990/TotalFunctionalExpensesGrp/TotalAmt0170465
IRS990/TotalGrossUBIAmt051345
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0318146
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0322678
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0165386
IRS990/TotalProgramServiceRevenueAmt04275
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0518
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06480
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174997
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt051345
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0318146
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0322678
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0www.santaritaschool.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chiachi Lan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Incoming Treasu
ReturnHeader/BusinessOfficerGrp/PhoneNum06505591600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Santa Rita Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0946174402

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$322,678
Liabilities
$0
Net assets
$322,678
Revenue
$174,997
Expenses
$170,465
Net income
$4,532
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