Civic Intelligence

PTA Ca Con Oak Avenue School

990 • Fiscal year 2013 • EIN 95-6207647

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 10, 2013

Organization Profilewww.oakschool.org
1501 Oak Ave94024
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.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$112,841

Down $3,394 (-2.9%) from 2012

Net Assets

Down

$112,841

Down $3,394 (-2.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$234,657

Down $11,748 (-4.8%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2013

Assets$112,841
Liabilities$0
Net Assets$112,841
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue-
Expenses$234,657
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 10, 2013
Return Version
2012v2.0
Gross Receipts
$260,569
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.

Major Activities

Activity 2
The pta funded various programs to enrich the school experience, including noon activities, conflict management programs, teaching supplies, library supplies, assemblies, and other activities.
Activity 3
The pta funded arts education, textbooks, instructional supplies staff development, and printing expenses directly from the los altos school district.
Filing and Contact Details

Filer

EIN
95-6207647
Raw XML Appendix372 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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IRS990/ActivitiesConductedPartnership0false
IRS990/Activity2/Description0THE PTA FUNDED VARIOUS PROGRAMS TO ENRICH THE SCHOOL EXPERIENCE, INCLUDING NOON ACTIVITIES, CONFLICT MANAGEMENT PROGRAMS, TEACHING SUPPLIES, LIBRARY SUPPLIES, ASSEMBLIES, AND OTHER ACTIVITIES.
IRS990/Activity2/Expense087210
IRS990/Activity2/Grants087210
IRS990/Activity2/Revenue016860
IRS990/Activity3/Description0THE PTA FUNDED ARTS EDUCATION, TEXTBOOKS, INSTRUCTIONAL SUPPLIES STAFF DEVELOPMENT, AND PRINTING EXPENSES DIRECTLY FROM THE LOS ALTOS SCHOOL DISTRICT.
IRS990/Activity3/Expense098366
IRS990/Activity3/Grants098366
IRS990/ActivityOrMissionDescription0The Oak School PTA is an organization devoted to supporting the students, staff and parents of the Oak Avenue School community. Support includes funding for capital improvements, technology, hot lunch, library books and other education supplies and programs.
IRS990/AddressPrincipalOfficerUS/AddressLine101501 OAK AVE
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IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode094024
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IRS990/Form990PartVIISectionA/NamePerson0PAT KAPP
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IRS990/Form990PartVIISectionA/NamePerson2PAIGE BENNION
IRS990/Form990PartVIISectionA/NamePerson3SARIT SCHWARZ
IRS990/Form990PartVIISectionA/NamePerson4CINDY BYUN
IRS990/Form990PartVIISectionA/NamePerson5JULIE GAINEY
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/Title0President
IRS990/Form990PartVIISectionA/Title1Exec VP
IRS990/Form990PartVIISectionA/Title2VP Non Fundraising
IRS990/Form990PartVIISectionA/Title3Secretary
IRS990/Form990PartVIISectionA/Title4Treasurer
IRS990/Form990PartVIISectionA/Title5Fin Secretary
IRS990/Form990PartVIISectionA/Title6Auditor
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IRS990/FundraisingDirectExpenses022693
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IRS990/GrantsAndSimilarAmntsPriorYear0159250
IRS990/GrantsToDomesticOrgs/ProgramServices0233311
IRS990/GrantsToDomesticOrgs/Total0233311
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossIncomeFundraisingEvents0101802
IRS990/GrossReceipts0260569
IRS990/GrossSalesOfInventory012874
IRS990/GroupExemptionNumber00646
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IRS990/InvestmentIncome/ExclusionAmount0340
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IRS990/NetIncomeOrLoss/RelatedOrExemptFunctionIncome06261
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IRS990/ProgramServiceRevenue/Description0Hot Lunch
IRS990/ProgramServiceRevenue/Description1Various programs
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IRS990/ProgramServiceRevenue/TotalRevenueColumn14532
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IRS990/RetainedEarningsEndowmentEtc/BOY0116235
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IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10201 COVINGTON AVE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine111501 OAK AVE
IRS990ScheduleI/RecipientTable/AddressUS/City0LOS ALTOS
IRS990ScheduleI/RecipientTable/AddressUS/City1LOS ALTOS
IRS990ScheduleI/RecipientTable/AddressUS/State0CA
IRS990ScheduleI/RecipientTable/AddressUS/State1CA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode094024
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode194024
IRS990ScheduleI/RecipientTable/AmountOfCashGrant098368
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1134943
IRS990ScheduleI/RecipientTable/EINOfRecipient0000000000
IRS990ScheduleI/RecipientTable/EINOfRecipient1000000000
IRS990ScheduleI/RecipientTable/IRCSection0501(c)3
IRS990ScheduleI/RecipientTable/IRCSection1501(c)3
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IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10LOS ALTOS SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11OAK AVENUE SCHOOL
IRS990ScheduleI/RecordsMaintained0true
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IRS990ScheduleO/GeneralExplanation/Explanation0The Oak Avenue PTA members include parents and staff
IRS990ScheduleO/GeneralExplanation/Explanation1The members elect the officers and vote on important issues
IRS990ScheduleO/GeneralExplanation/Explanation2The annual budget is approved by the members
IRS990ScheduleO/GeneralExplanation/Explanation3The 990 is reported at a general meeting and made available for review
IRS990ScheduleO/GeneralExplanation/Explanation4The PTA uses the CA State PTA conflict of interest policy
IRS990ScheduleO/GeneralExplanation/Explanation5All governing documents and financial data is available for review on request
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 6
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 7a
IRS990ScheduleO/GeneralExplanation/Identifier2Pt VI, Line 7b
IRS990ScheduleO/GeneralExplanation/Identifier3Pt VI, Line 11b
IRS990ScheduleO/GeneralExplanation/Identifier4Pt VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier5Pt VI, Line 19
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IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode094024
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IRS990/WebSite0www.oakpta.org
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IRS990/YearFormation01958
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0956207647
ReturnHeader/Filer/Name/BusinessNameLine10PTA CA CON OAK AVENUE SCHOOL
ReturnHeader/Filer/NameControl0PTAC
ReturnHeader/Filer/Phone06502373900
ReturnHeader/Filer/USAddress/AddressLine101501 OAK AVE
ReturnHeader/Filer/USAddress/City0LOS ALTOS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094024
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-10
ReturnHeader/Officer/Name0CINDY BYUN
ReturnHeader/Officer/Phone06502373900
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-10-30
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SUSAN P PINES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104109 DONALD DR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PALO ALTO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094306
ReturnHeader/Preparer/Name0SUSAN P PINES
ReturnHeader/Preparer/Phone06504932314
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-30T20:29:26-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$112,841
Liabilities
$0
Net assets
$112,841
Revenue
-
Expenses
$234,657
Net income
-
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