Civic Intelligence

PTA Ca Con Oak Avenue School

990 • Fiscal year 2024 • EIN 95-6207647

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 22, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-61%

Higher net margin than 8% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

17th percentile

-32%

Faster asset growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$185,725

Down $88,259 (-32%) from 2023

Net Assets

Down

$185,725

Down $88,259 (-32%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Down

$143,822

Down $72,520 (-34%) from 2023

Expenses

Up

$232,081

Up $23,405 (+11%) from 2023

Net Income

Down

-$88,259

Down $95,925 (-1251%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2024

Assets$185,725
Liabilities$0
Net Assets$185,725
Open 2024 Filing

Operations Trend

Revenue Growth17th 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

2024

Revenue$143,822
Expenses$232,081
Net Income-$88,259
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 22, 2024
Return Version
2023v5.1
Gross Receipts
$180,387
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$273,984$185,725▼ $88,259
Rtn Earn Endowment Incm Other Fnds$273,984$185,725▼ $88,259
Total Assets$273,984$185,725▼ $88,259
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$273,984$185,725▼ $88,259
Total Liabilities and Net Assets / Fund Balance$273,984$185,725▼ $88,259
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Jocelyn JacksonPresident
Patricia CuadraExecutive Vice President
Megan DiSimoneFinancial Reviewer
Maria MorenoFinancial Secretary
Shaili DesaiHistorian
Janani GaneshIncoming Treasurer
Matthew and Mia NewtonSecretary
Shweta TomarTreasurer
Michelle HanVP Fundraising
Neha GuptaVP Social
Revenue and Support

Revenue Composition

Contributions and Grants
$122,496
Program Service Revenue
$1,895
Investment Income
$78
Other Revenue
$19,353
All Other Contributions
$111,762
Change in Net Assets
$-88,259

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 Table36$9,410Donor Advised
Total Noncash Contributions36$9,410-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,703
Grants and Similar Amounts Paid$40,378
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$60,698--$60,698
Grants to Domestic Orgs$40,378--$40,378
Information Technology$14,727--$14,727
Office Expenses-$3,847-$3,847
Total Functional Expenses$228,234$3,847$0$232,081
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Los Altos School DistrictLos Altos, CA-education$40,378
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,918
Fundraising Direct Expenses$36,565
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$51,210$41,800$6,268$35,532
Walkathon$9,005$9,005$8,530$475
Total Events$65,328$55,918$36,565$19,353
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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
Janani Ganesh
Title
Incoming Treasu
Phone
6502373900
Signed
2024-10-22
Discuss with paid preparer
No

Organization Details

Formed
1958
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
150

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0371434
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0211
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0386
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt01145725
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0180309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0276092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0312917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0269228
IRS990ScheduleA/Total509Grp/TotalAmt01145725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0180387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0276303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0312942
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0269282
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01146111
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsAmt05000
IRS990ScheduleC/GrantsOtherOrganizationsInd0true
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The PTA donated funds to KLASS, a campaign for a local school district bond measure to improve school facilities
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Other activities to influence (Part II-B, line 1i)
IRS990ScheduleC/TotalLobbyingExpendituresAmt05000
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt09410
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt09410
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036565
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05113
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05113
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055918
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019353
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt09410
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt09410
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012357
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027155
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06268
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08530
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt040378
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/ContributionCnt036
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0School Auction Donations
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor Advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt09410
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0273984
IRS990/TotalAssetsEOYAmt0185725
IRS990/TotalAssetsGrp/BOYAmt0273984
IRS990/TotalAssetsGrp/EOYAmt0185725
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0122496
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03847
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0228234
IRS990/TotalFunctionalExpensesGrp/TotalAmt0232081
IRS990/TotalGrossUBIAmt019353
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0273984
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0185725
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0228234
IRS990/TotalProgramServiceRevenueAmt01895
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt078
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01895
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0143822
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt019353
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0273984
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0185725
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$185,725
Liabilities
$0
Net assets
$185,725
Revenue
$143,822
Expenses
$232,081
Net income
-$88,259
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