Civic Intelligence

Palo Verde Elementary School PTA

990EZ • Fiscal year 2016 • EIN 94-6184933

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 20, 2016

Organization ProfileN/A
3450 Louis RoadPalo Alto, CA 94303-4403

(650) 856-1672

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

38th percentile

-1.0%

Higher net margin than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

3.2%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$38,887

Down $760 (-1.9%) from 2015

Net Assets

Down

$38,887

Down $760 (-1.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Up

$76,580

Up $2,401 (+3.2%) from 2015

Expenses

Up

$77,340

Up $3,234 (+4.4%) from 2015

Net Income

Down

-$760

Down $833 (-1141%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$100K$50K$0Assets 2011: $42,910Net Assets 2011: $42,9102011Assets 2012: $49,626Net Assets 2012: $49,6262012Assets 2013: $63,263Net Assets 2013: $63,2632013Assets 2014: $39,574Net Assets 2014: $39,5742014Assets 2015: $39,647Net Assets 2015: $39,6472015Assets 2016: $38,887Net Assets 2016: $38,8872016Assets 2017: $30,385Net Assets 2017: $30,3852017Assets 2018: $51,327Net Assets 2018: $51,3272018Assets 2019: $51,243Net Assets 2019: $51,2432019Assets 2020: $77,763Liabilities 2020: $0Net Assets 2020: $77,7632020Assets 2021: $49,818Liabilities 2021: $0Net Assets 2021: $49,8182021Assets 2022: $65,020Liabilities 2022: $0Net Assets 2022: $65,0202022Assets 2023: $60,900Liabilities 2023: $0Net Assets 2023: $60,9002023Assets 2024: $91,262Liabilities 2024: $0Net Assets 2024: $91,2622024Assets 2025: $85,142Liabilities 2025: $0Net Assets 2025: $85,1422025

Highlighted filing

2016

Assets$38,887
Liabilities-
Net Assets$38,887
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $63,654Expenses 2011: $63,203Net Income 2011: $4512011Revenue 2012: $77,624Expenses 2012: $70,908Net Income 2012: $6,7162012Revenue 2013: $78,778Expenses 2013: $65,141Net Income 2013: $13,6372013Revenue 2014: $75,278Expenses 2014: $98,967Net Income 2014: -$23,6892014Revenue 2015: $74,179Expenses 2015: $74,106Net Income 2015: $732015Revenue 2016: $76,580Expenses 2016: $77,340Net Income 2016: -$7602016Revenue 2017: $77,950Expenses 2017: $86,452Net Income 2017: -$8,5022017Revenue 2018: $91,871Expenses 2018: $70,929Net Income 2018: $20,9422018Revenue 2019: $86,830Expenses 2019: $86,914Net Income 2019: -$842019Revenue 2020: $96,529Expenses 2020: $70,009Net Income 2020: $26,5202020Revenue 2021: $31,495Expenses 2021: $59,440Net Income 2021: -$27,9452021Revenue 2022: $55,312Expenses 2022: $40,110Net Income 2022: $15,2022022Revenue 2023: $96,596Expenses 2023: $100,716Net Income 2023: -$4,1202023Revenue 2024: $108,831Expenses 2024: $78,469Net Income 2024: $30,3622024Revenue 2025: $63,900Expenses 2025: $70,020Net Income 2025: -$6,1202025

Highlighted filing

2016

Revenue$76,580
Expenses$77,340
Net Income-$760
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 20, 2016
Return Version
2015v2.1
Gross Receipts
$104,744
Mission and Program Overview

Mission

to support students staff and parents

to support students, staff & parents

Program Services

DescriptionGrantsExpenses
TO SUPPORT TEACHERS AND STUDENTS WITH INSTRUCTIONAL SUPPLIES, PROGRAMS, TECHNOLOGY, SITE IMPROVEMENTS$74,102$74,102
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANJANI SARMAPresidentPT$0--
LILI NOVA-ROESSIGExec VPPT$0--
RATHNA RAMAKRISHNANTreasurer-$0--
EMILY JAQUETTESecretary-$0--
RENEE FLEMISHVP Fundraising-$0--
YAEL VALEKVP Social-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$55,110$55,110$24,675$30,435
Total Events$55,110$55,110$24,675$30,435
Filing and Contact Details

Filer

Filer Name
PTA CA Con Palo Verde Elem Sch
EIN
94-6184933
Phone
6508561672
Address
3450 Louis Road, Palo Alto, CA 94303-4403

Signing Officer

Name
Emily Jaquette
Title
Treasurer
Phone
6508561672
Signed
2016-10-20
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, staff and parents; educational; palo verde elementary school: 3450 louis road,”

Form 990EZ, Part I, Line 16

“Admin/Insurance/Tax prep 1528.”

Form 990, Part IX, Line 24E

“Activities”

Raw XML Appendix165 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum06508561672
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03450 Louis Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palo Alto
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0943034403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039647
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038887
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016114
IRS990EZ/CostOfGoodsSoldAmt03489
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-760
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039647
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038887
IRS990EZ/FundraisingGrossIncomeAmt058620
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt074102
IRS990EZ/GrossProfitLossSlsOfInvntryAmt021669
IRS990EZ/GrossReceiptsAmt0104744
IRS990EZ/GrossSalesOfInventoryAmt025158
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01279
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039647
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038887
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039647
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038887
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANJANI SARMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LILI NOVA-ROESSIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RATHNA RAMAKRISHNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMILY JAQUETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RENEE FLEMISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5YAEL VALEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Social
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01528
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students, staff & parents
IRS990EZ/PrintingPublicationsPostageAmt01710
IRS990EZ/ProgramServiceRevenueAmt03573
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT TEACHERS AND STUDENTS WITH INSTRUCTIONAL SUPPLIES, PROGRAMS, TECHNOLOGY, SITE IMPROVEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt074102
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074102
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024675
IRS990EZ/SpecialEventsNetIncomeLossAmt033945
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077340
IRS990EZ/TotalProgramServiceExpensesAmt074102
IRS990EZ/TotalRevenueAmt076580
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020909
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026404
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0102031
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt087351
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt057869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060580
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0342050
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0444081
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0104744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt086984
IRS990ScheduleA/Total509Grp/TotalAmt0444081
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0444081
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024675
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055110
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030435
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024675
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT STUDENTS, STAFF AND PARENTS; EDUCATIONAL; PALO VERDE ELEMENTARY SCHOOL: 3450 LOUIS ROAD,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Admin/Insurance/Tax prep 1528.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY JAQUETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06508561672
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Palo Verde Elem Sch
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946184933
ReturnHeader/Filer/PhoneNum06508561672
ReturnHeader/Filer/USAddress/AddressLine1Txt03450 Louis Road
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0943034403
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/PreparationDt02016-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-24T18:27:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,887
Liabilities
-
Net assets
$38,887
Revenue
$76,580
Expenses
$77,340
Net income
-$760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.64$0.70$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.09$0.78$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.97$1.01$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.55$0.40$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.31$0.59$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.97$0.70$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.87$0.87$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.92$0.71$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.78$0.86$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.77$0.77$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.74$0.74$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.75$0.99$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.63$0.79$0.65$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.50$0.78$0.71$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.43$0.64$0.63$0.00