Civic Intelligence

PTA Ca Con Jls Middle School PTA

990EZ • Fiscal year 2018 • EIN 94-6174779

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 20, 2018

480 E Meadow DrPalo Alto, CA 94306

(650) 856-5188

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

56th percentile

6.1%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

0.4%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$72,393

Up $11,268 (+18%) from 2017

Net Assets

Up

$72,393

Up $11,268 (+18%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$186,001

Up $809 (+0.4%) from 2017

Expenses

Down

$174,733

Down $1,003 (-0.6%) from 2017

Net Income

Up

$11,268

Up $1,812 (+19%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2010: $74,991Net Assets 2010: $74,9912010Assets 2011: $58,798Net Assets 2011: $58,7982011Assets 2012: $60,742Net Assets 2012: $60,7422012Assets 2013: $76,387Net Assets 2013: $76,3872013Assets 2014: $81,224Net Assets 2014: $81,2242014Assets 2015: $49,354Net Assets 2015: $49,3542015Assets 2016: $51,669Net Assets 2016: $51,6692016Assets 2017: $61,125Net Assets 2017: $61,1252017Assets 2018: $72,393Net Assets 2018: $72,3932018Assets 2019: $61,490Net Assets 2019: $61,4902019Assets 2020: $77,653Liabilities 2020: $0Net Assets 2020: $77,6532020Assets 2021: $64,066Liabilities 2021: $0Net Assets 2021: $64,0662021Assets 2022: $74,424Liabilities 2022: $0Net Assets 2022: $74,4242022Assets 2023: $63,122Liabilities 2023: $02023Assets 2024: $73,425Liabilities 2024: $02024Assets 2025: $44,559Liabilities 2025: $0Net Assets 2025: $44,5592025

Highlighted filing

2018

Assets$72,393
Liabilities-
Net Assets$72,393

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $133,163Expenses 2010: $137,154Net Income 2010: -$3,9912010Revenue 2011: $115,754Expenses 2011: $131,947Net Income 2011: -$16,1932011Revenue 2012: $136,738Expenses 2012: $134,794Net Income 2012: $1,9442012Revenue 2013: $152,333Expenses 2013: $136,688Net Income 2013: $15,6452013Revenue 2014: $146,216Expenses 2014: $141,379Net Income 2014: $4,8372014Revenue 2015: $163,720Expenses 2015: $195,590Net Income 2015: -$31,8702015Revenue 2016: $156,524Expenses 2016: $154,209Net Income 2016: $2,3152016Revenue 2017: $185,192Expenses 2017: $175,736Net Income 2017: $9,4562017Revenue 2018: $186,001Expenses 2018: $174,733Net Income 2018: $11,2682018Revenue 2019: $178,682Expenses 2019: $189,585Net Income 2019: -$10,9032019Revenue 2020: $172,156Expenses 2020: $155,993Net Income 2020: $16,1632020Revenue 2021: $100,969Expenses 2021: $114,556Net Income 2021: -$13,5872021Revenue 2022: $129,590Expenses 2022: $119,232Net Income 2022: $10,3582022Revenue 2023: $112,035Expenses 2023: $123,337Net Income 2023: -$11,3022023Revenue 2024: $129,073Expenses 2024: $118,770Net Income 2024: $10,3032024Revenue 2025: $118,907Expenses 2025: $147,773Net Income 2025: -$28,8662025

Highlighted filing

2018

Revenue$186,001
Expenses$174,733
Net Income$11,268
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 20, 2018
Return Version
2017v2.2
Gross Receipts
$186,001
Mission and Program Overview

Mission

to support students staff parents

to support students, teachers and parents

Program Services

DescriptionGrantsExpenses
DEPARTMENTAL SUPPORT OF TEACHERS, LIBRARY, TECHNOLOGY AND SITE IMPROVEMENTS$90,235$90,235
Student programs and community events such as Back to School Social, Science Fair,and 8th Grade Promotion Party Music Department supplies$55,168$55,168
PARENT AND TEACHER SUPPORT THROUGH EDUCATION, NETWORKING AND HOSPITALITY/APPRECIATION ACTIVITIES-$24,214
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LILI NOVA-ROESSIGPresidentPT$0--
JULIA JACOBSENEx V PresidentPT$0--
SHARON TOBIASVP Programs-$0--
BRYNA CHANGVP Membership-$0--
CLAIRE KIRNERVP Communications-$0--
MARIA DERRICKSecretary-$0--
KARRIE CHENTreasurerPT$0--
JOY WUAuditor-$0--
MARIA CHOW ZAJACVP Service-$0--
T TRUHERM NANALVP School Support-$0--
CHRISTINE HODSONParliamentarian-$0--
HELEN LIHistorian-$0--
Filing and Contact Details

Filer

Filer Name
PTA CA Con JLS Middle School PTA
EIN
94-6174779
Phone
6508565188
Address
480 E Meadow Dr, Palo Alto, CA 94306

Signing Officer

Name
Maria Derrick
Title
Treasurer
Phone
6508565188
Signed
2018-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Susan P Pines
Address
4109 DONALD DR, PALO ALTO, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

To support students, teachers and parents; educational; jls middle school: 480 e meadow dr, palo alt

Form 990EZ, Part I, Line 16

PTA Admin 2654.

Form 990EZ, Part I, Line 16

Parent Education Programs 24214.

Raw XML Appendix198 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palo Alto
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0943063699
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061125
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LILI NOVA-ROESSIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIA JACOBSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHARON TOBIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRYNA CHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CLAIRE KIRNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIA DERRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KARRIE CHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOY WU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARIA CHOW ZAJAC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9T TRUHERM NANAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHRISTINE HODSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HELEN LI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Ex V President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP Service
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP School Support
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026868
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students, teachers and parents
IRS990EZ/PrintingPublicationsPostageAmt02462
IRS990EZ/ProgramServiceRevenueAmt09666
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student programs and community events such as Back to School Social, Science Fair,and 8th Grade Promotion Party Music Department supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PARENT AND TEACHER SUPPORT THROUGH EDUCATION, NETWORKING AND HOSPITALITY/APPRECIATION ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt090235
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt155168
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt090235
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt155168
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt224214
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0174733
IRS990EZ/TotalProgramServiceExpensesAmt0169617
IRS990EZ/TotalRevenueAmt0186001
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0jlswp.paloaltopta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0176335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0172997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0139207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0135461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0113828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0737828
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09666
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017317
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032386
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt099822
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0186001
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0156524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0163719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0146214
IRS990ScheduleA/Total509Grp/TotalAmt0837650
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0837653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT STUDENTS, TEACHERS AND PARENTS; EDUCATIONAL; JLS MIDDLE SCHOOL: 480 E MEADOW DR, PALO ALT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA Admin 2654.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Parent Education Programs 24214.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA DERRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06508565188
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con JLS Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946174779
ReturnHeader/Filer/PhoneNum06508565188
ReturnHeader/Filer/USAddress/AddressLine1Txt0480 E Meadow Dr
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094306
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02018-10-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm020:40:00
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/PreparationDt02018-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-28T20:40:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.19$1.48$0.29
2024Summary only. Only limited summary data is available for this year.$0.73$0.00$1.29$1.19$0.10
2023Summary only. Only limited summary data is available for this year.$0.63$0.00$1.12$1.23$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$1.30$1.19$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$1.01$1.15$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$1.72$1.56$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.61$1.79$1.90$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.72$1.86$1.75$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.61$1.85$1.76$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.52$1.57$1.54$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.64$1.96$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.46$1.41$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.76$1.52$1.37$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.61$1.37$1.35$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.59$1.16$1.32$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.75$1.33$1.37$0.04