Civic Intelligence

PTA Ca Con Oak Avenue School

990 • Fiscal year 2020 • EIN 95-6207647

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 29, 2020

Organization Profilewww.oakschool.org
1501 Oak AvenueLos Altos, CA 94024

(650) 237-3900

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

57th percentile

9.7%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

17%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-16%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$143,456

Up $21,280 (+17%) from 2019

Net Assets

Up

$143,456

Up $21,280 (+17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin57th percentile

Revenue

Down

$220,189

Down $42,599 (-16%) from 2019

Expenses

Down

$198,909

Down $79,225 (-28%) from 2019

Net Income

Up

$21,280

Up $36,626 (+239%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2011: $125,355Liabilities 2011: $0Net Assets 2011: $125,3552011Assets 2012: $116,235Liabilities 2012: $0Net Assets 2012: $116,2352012Assets 2013: $112,841Liabilities 2013: $0Net Assets 2013: $112,8412013Assets 2014: $162,428Liabilities 2014: $0Net Assets 2014: $162,4282014Assets 2015: $199,384Liabilities 2015: $0Net Assets 2015: $199,3842015Assets 2016: $204,343Liabilities 2016: $0Net Assets 2016: $204,3432016Assets 2017: $190,992Liabilities 2017: $0Net Assets 2017: $190,9922017Assets 2018: $137,522Liabilities 2018: $0Net Assets 2018: $137,5222018Assets 2019: $122,176Liabilities 2019: $0Net Assets 2019: $122,1762019Assets 2020: $143,456Liabilities 2020: $0Net Assets 2020: $143,4562020Assets 2021: $133,190Liabilities 2021: $0Net Assets 2021: $133,1902021Assets 2022: $253,599Liabilities 2022: $0Net Assets 2022: $253,5992022Assets 2023: $273,984Liabilities 2023: $0Net Assets 2023: $273,9842023Assets 2024: $185,725Liabilities 2024: $0Net Assets 2024: $185,7252024Assets 2025: $190,381Liabilities 2025: $0Net Assets 2025: $190,3812025

Highlighted filing

2020

Assets$143,456
Liabilities$0
Net Assets$143,456
Open 2020 Filing

Operations Trend

Revenue Growth48th percentile

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

$400K$200K$0-$200KExpenses 2011: $216,8382011Expenses 2012: $246,4052012Expenses 2013: $234,6572013Revenue 2014: $272,314Expenses 2014: $222,727Net Income 2014: $49,5872014Revenue 2015: $276,623Expenses 2015: $239,667Net Income 2015: $36,9562015Revenue 2016: $280,608Expenses 2016: $275,649Net Income 2016: $4,9592016Revenue 2017: $280,473Expenses 2017: $293,824Net Income 2017: -$13,3512017Revenue 2018: $277,450Expenses 2018: $330,920Net Income 2018: -$53,4702018Revenue 2019: $262,788Expenses 2019: $278,134Net Income 2019: -$15,3462019Revenue 2020: $220,189Expenses 2020: $198,909Net Income 2020: $21,2802020Revenue 2021: $104,597Expenses 2021: $114,863Net Income 2021: -$10,2662021Revenue 2022: $263,579Expenses 2022: $143,170Net Income 2022: $120,4092022Revenue 2023: $216,342Expenses 2023: $208,676Net Income 2023: $7,6662023Revenue 2024: $143,822Expenses 2024: $232,081Net Income 2024: -$88,2592024Revenue 2025: $170,840Expenses 2025: $166,184Net Income 2025: $4,6562025

Highlighted filing

2020

Revenue$220,189
Expenses$198,909
Net Income$21,280
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 29, 2020
Return Version
2019v5.1
Gross Receipts
$269,282
Mission and Program Overview

Mission

The Oak Avenue School PTA is an organization devoted to supporting the students, staff and parents of the Oak Avenue School community. Support includes funding for technology, capital improvements and supplies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$122,176$143,456▲ $21,280
Rtn Earn Endowment Incm Other Fnds$122,176$143,456▲ $21,280
Total Assets$122,176$143,456▲ $21,280
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$122,176$143,456▲ $21,280
Total Liabilities and Net Assets / Fund Balance$122,176$143,456▲ $21,280
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Sara PaynePresident
Jennifer TuckerAuditor
Angela KaoCo VP Fundraising
Shweta KumarCo VP Fundraising
Andrea LorinczCo VP Non Fundraising
Jennifer OkuCo VP Non Fundraising
Pamela Rothstein BayerFinancial Secretary
Isabel GilbertHistorian
Rajesh ShakkarwarSecretary
Christina SelleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$196,728
Program Service Revenue
$10,100
Investment Income
$54
Other Revenue
$13,307
Change in Net Assets
$21,280

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 Table152$34,342Donor Advised
Total Noncash Contributions152$34,342-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,722
Grants and Similar Amounts Paid$54,187
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,187--$54,187
Information Technology$35,706--$35,706
Other Expenses$9,933--$9,933
Office Expenses-$4,666-$4,666
Total Functional Expenses$194,243$4,666$0$198,909
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Los Altos School DistrictLos Altos, CA--$54,187
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$57,743
Fundraising Direct Expenses$48,743
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$69,955$35,613$7,363$28,250
Walkathon$22,130$22,130$7,038$15,092
Total Events$92,085$57,743$48,743$9,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
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 Oak Avenue PTA members include parents and staff.”

Member election for additional members Part VI line 7A

“The members elect the officers and vote on important issues.”

Governing body decisions Part VI line 7B

“The annual budget is approved by the members.”

Form 990 governing body review Part VI line 11

“The Form 990 is reported at a general meeting and made available for review upon request.”

Conflict of interest policy compliance Part VI line 12C

“The PTA uses the CA State PTA Conflict of Interest Policy.”

Governing documents etc available to public Part VI line 19

“All governing documents and financial data are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Oak Avenue School PTA
EIN
95-6207647
Address
1501 Oak Avenue, Los Altos, CA 94024
Doing Business As
PTA CA Con Oak Avenue School P

Signing Officer

Name
Christina Selle
Title
Treasurer
Phone
6502373900
Signed
2020-10-29
Discuss with paid preparer
Yes

Organization Details

Formed
1958
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
292

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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0185828
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct00.99890
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0411893
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0393088
IRS990ScheduleA/Total509Grp/TotalAmt01823160
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0343992
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0405422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0412388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0394120
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01825204
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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/CharitableContributionsTotAmt034342
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt048743
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt069955
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057743
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt034342
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt034342
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014401
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07038
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07363
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt054187
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Los Altos School District
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0201 Covington Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Los Altos
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094024
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0152
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Auction Items
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor Advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt034342
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Oak Avenue PTA members include parents and staff.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The members elect the officers and vote on important issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The annual budget is approved by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is reported at a general meeting and made available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA uses the CA State PTA Conflict of Interest Policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All governing documents and financial data are 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
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt0143456
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IRS990/TotalContributionsAmt0196728
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04666
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0194243
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198909
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0122176
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0143456
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0194243
IRS990/TotalProgramServiceRevenueAmt010100
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09054
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014407
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0220189
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0292
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0143456
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.oakschool.org
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,456
Liabilities
$0
Net assets
$143,456
Revenue
$220,189
Expenses
$198,909
Net income
$21,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$1.71$1.66$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.44$2.32$0.88
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$2.16$2.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$2.64$1.43$1.20
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.05$1.15$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$2.20$1.99$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$2.63$2.78$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$2.77$3.31$0.53
2017Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$2.80$2.94$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$2.81$2.76$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$2.77$2.40$0.37
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$2.72$2.23$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$2.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$2.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$2.17