Civic Intelligence

PTA Ca Con Santa Rita Elementary

990 • Fiscal year 2024 • EIN 94-6174402

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 06, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

58th percentile

7.8%

Higher net margin than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

5.6%

Faster asset growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

15%

Faster revenue growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$278,513

Up $14,762 (+5.6%) from 2023

Net Assets

Up

$278,513

Up $14,762 (+5.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin58th percentile

Revenue

Up

$189,165

Up $24,539 (+15%) from 2023

Expenses

Down

$174,403

Down $49,150 (-22%) from 2023

Net Income

Up

$14,762

Up $73,689 (+125%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2024

Assets$278,513
Liabilities$0
Net Assets$278,513
Open 2024 Filing

Operations Trend

Revenue Growth64th 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

2024

Revenue$189,165
Expenses$174,403
Net Income$14,762
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 6, 2024
Return Version
2023v5.1
Gross Receipts
$243,743
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$263,751$278,513▲ $14,762
Cash and Non-Interest-Bearing Accounts$231,950$246,696▲ $14,746
Savings and Temporary Cash Investments$31,801$31,817▲ $16
Total Assets$263,751$278,513▲ $14,762
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$263,751$278,513▲ $14,762
Total Liabilities and Net Assets / Fund Balance$263,751$278,513▲ $14,762
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Kelly SandersPresident
Herb MarshallExecutive Vice President
Lyssa and Kevin VanderbeekAuditor
Amber McDonaldHistorian
Jake HsenIncoming Treasurer
Alice Lee and Yang LiuInternational Liaison
Cassandra Marsden Mike BemanKindergarten Liaison
Alison Gardner BiggsParliamentarian
Michelle HowarthSecretary
Aleks StanojevicTreasurer
Stephanie HansenVP Communications
Yang LiuVP Community Building
Masha FinkelsteinVP Corporate Matching
Olga PlatonVP Finance
Marlo KohnWebmaster
Revenue and Support

Revenue Composition

Contributions and Grants
$105,236
Program Service Revenue
$0
Investment Income
$567
Other Revenue
$83,362
All Other Contributions
$95,160
Change in Net Assets
$14,762

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 Table12$7,905Donor Advised
Total Noncash Contributions12$7,905-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,403
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$62,521--$62,521
Office Expenses-$12,742-$12,742
Total Functional Expenses$161,661$12,742$0$174,403
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$134,494
Fundraising Direct Expenses$53,781
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Witches De$46,395$46,395$40,171$6,224
Bobcat Bash$51,221$43,316$5,705$37,611
Total Events$142,399$134,494$53,781$80,713
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 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
Jake Hsen
Title
Treasurer
Phone
6505591600
Signed
2024-10-06
Discuss with paid preparer
No

Organization Details

Formed
1957
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
70

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0VP Community Building
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VP Finance
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IRS990/PYTotalRevenueAmt0164626
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IRS990/ReconcilationRevenueExpnssAmt014762
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0263751
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt031801
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0116654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt096730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0145350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0564026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0567
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0572
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0518
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0601
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0676
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0137940
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0114917
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt098963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034164
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0197478
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0583462
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0567
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0572
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0518
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0601
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0676
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02934
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0243176
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0130894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0342828
IRS990ScheduleA/Total509Grp/TotalAmt01147488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0243743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0215545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0216135
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0131495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0343504
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01150422
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
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/Form4720Filed4912TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsAmt05000
IRS990ScheduleC/GrantsOtherOrganizationsInd0true
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The PTA donated funds to KLASS, a campaign for a local school district bond measure to improve school facilities
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Other activities to influence (Part II-B, line 1i)
IRS990ScheduleC/TotalLobbyingExpendituresAmt05000
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt07905
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt07905
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt053781
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Bobcat Bash
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Witches De
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051221
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt046395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt044783
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043316
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt044783
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt080713
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt07905
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt07905
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt045876
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05705
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt040171
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt012
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0School Auction items
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor Advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt07905
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$278,513
Liabilities
$0
Net assets
$278,513
Revenue
$189,165
Expenses
$174,403
Net income
$14,762
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