Civic Intelligence

Palo Verde Elementary School PTA

990EZ • Fiscal year 2018 • EIN 94-6184933

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

79th percentile

23%

Higher net margin than 79% 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

88th percentile

69%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

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

Assets

Up

$51,327

Up $20,942 (+69%) from 2017

Net Assets

Up

$51,327

Up $20,942 (+69%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$91,871

Up $13,921 (+18%) from 2017

Expenses

Down

$70,929

Down $15,523 (-18%) from 2017

Net Income

Up

$20,942

Up $29,444 (+346%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$51,327
Liabilities-
Net Assets$51,327

Operations Trend

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

2018

Revenue$91,871
Expenses$70,929
Net Income$20,942
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$144,549
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, TECHNOLOGY, AND SITE IMPROVEMENTS$40,898$40,898
to fund enrichment activities and community building events such as a reader's workshop, science night, theater, poetry, ice skating party and other programs.$27,287$27,287
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAROLINA WERNERPresidentPT$0--
YAEL PASTERNAK VALEKVP Programs-$0--
IRIS CHENVice PresidentPT$0--
MOLLY MELIUSSecretary-$0--
BASIL SHENTreasurerPT$0--
NARUSHA MATHENNICOLA RUECKHEIMVP Social EventsPT$0--
ANJANI SARMAVP Communications-$0--
SHRUTI HARIParliamentarian-$0--
MALATI RAGHUNATHAuditor-$0--
LINDSAY SPEARSVP Membership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$98,113$52,310$5,937$46,373
Total Events$104,893$59,090$52,179$6,911
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
Basil Shen
Title
Treasurer
Phone
6508561672
Signed
2018-11-06
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 at palo verde elementary; education; palo verde elementary sc

Form 990EZ, Part I, Line 16

Admin/Insurance/Tax prep 1722.

Form 990, Part IX, Line 24E

Activities

Raw XML Appendix199 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAROLINA WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1YAEL PASTERNAK VALEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IRIS CHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MOLLY MELIUS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NARUSHA MATHENNICOLA RUECKHEIM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MALATI RAGHUNATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LINDSAY SPEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Social Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01722
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1to fund enrichment activities and community building events such as a reader's workshop, science night, theater, poetry, ice skating party and other programs.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT STUDENTS, STAFF AND PARENTS AT PALO VERDE ELEMENTARY; EDUCATION; PALO VERDE ELEMENTARY SC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Admin/Insurance/Tax prep 1722.
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/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06508561672
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Palo Verde Elem Sch
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946184933
ReturnHeader/Filer/PhoneNum06508561672
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ReturnHeader/Filer/USAddress/CityNm0Palo Alto
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ReturnHeader/Filer/USAddress/ZIPCd0943034403
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:20:23
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/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T09:20:32-08:00
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.$0.85$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