Civic Intelligence

PTA Ca Con Oak Avenue School

990 • Fiscal year 2023 • EIN 95-6207647

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 12, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

61st percentile

8.0%

Faster asset growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$273,984

Up $20,385 (+8.0%) from 2022

Net Assets

Up

$273,984

Up $20,385 (+8.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$216,342

Down $47,237 (-18%) from 2022

Expenses

Up

$208,676

Up $65,506 (+46%) from 2022

Net Income

Down

$7,666

Down $112,743 (-94%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$273,984
Liabilities$0
Net Assets$273,984

Operations Trend

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

2023

Revenue$216,342
Expenses$208,676
Net Income$7,666
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 12, 2024
Return Version
2022v5.0
Gross Receipts
$276,303
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$253,599$273,984▲ $20,385
Rtn Earn Endowment Incm Other Fnds$253,599$273,984▲ $20,385
Total Assets$253,599$273,984▲ $20,385
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$253,599$273,984▲ $20,385
Total Liabilities and Net Assets / Fund Balance$253,599$273,984▲ $20,385
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anita WuPresident
Jen TuckerAuditor
Melissa SgroiCo VP Fundraising
Jen Oku Patricia CaudraCo VP Non Fundraising
Christina SelleFinancial Secretary
Shailee DesaiHistorian
Shweta TomarIncoming Treasurer
Jenny BriochkoParliamentarian
Madhu PrasadSecretary
Michelle HughesTreasurer
Julie Chai Michelle HanVP Fundraising
Revenue and Support

Revenue Composition

Contributions and Grants
$178,582
Program Service Revenue
$4,244
Investment Income
$211
Other Revenue
$33,305
All Other Contributions
$143,637
Change in Net Assets
$7,666

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 Table82$32,977Donor Advised
Total Noncash Contributions82$32,977-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,969
Grants and Similar Amounts Paid$45,707
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,707--$45,707
Other Expenses$42,072--$42,072
Information Technology$12,322--$12,322
Office Expenses-$3,959-$3,959
Total Functional Expenses$204,717$3,959$0$208,676
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Los Altos School DistrictLos Altos, CA-education$45,707
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$91,585
Fundraising Direct Expenses$59,895
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$105,812$72,835$19,570$53,265
Walkathon$18,750$18,750$7,348$11,402
Total Events$124,562$91,585$59,895$31,690
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
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 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
Shweta Tomar
Title
Incoming Treasu
Phone
6502373900
Signed
2024-02-12
Discuss with paid preparer
No

Organization Details

Formed
1958
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
175

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Part XI response or note to any line in Part XI

Line 8 Prior Period Adjustments: The organization made bookkeeping adjustments consisting of voided checks and corrections of other errors.

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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/GiftsGrantsContrisRcvd509Grp/TotalAmt0849289
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0211
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0155
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0463
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt097510
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0133483
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt072500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0146342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0459964
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0211
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0155
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0463
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt01309253
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0276092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0312917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0107179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0269228
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0343837
IRS990ScheduleA/Total509Grp/TotalAmt01309253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0276303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0312942
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0107197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0269282
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0343992
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01309716
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt032977
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt032977
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt059895
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0105812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0124562
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt072835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt091585
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031690
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt032977
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt032977
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026918
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019570
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07348
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt045707
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Los Altos School District
IRS990ScheduleI/RecipientTable/RecipientEIN0000000000
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0201 Covington Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Los Altos
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094024
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0cash
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt082
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0School Auction Donations
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor Advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt032977
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/ExplanationTxt6Line 8 Prior Period Adjustments: The organization made bookkeeping adjustments consisting of voided checks and corrections of other errors.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part XI response or note to any line in Part XI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0253599
IRS990/TotalAssetsEOYAmt0273984
IRS990/TotalAssetsGrp/BOYAmt0253599
IRS990/TotalAssetsGrp/EOYAmt0273984
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0178582
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03959
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0204717
IRS990/TotalFunctionalExpensesGrp/TotalAmt0208676
IRS990/TotalGrossUBIAmt031690
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0253599
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0273984
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0204717
IRS990/TotalProgramServiceRevenueAmt04244
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0211
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05859
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0216342
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt031690
IRS990/TotalVolunteersCnt0175
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0253599
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0273984
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

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Filings

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