Civic Intelligence

PTA Ca Con Oak Avenue School

990 • Fiscal year 2014 • EIN 95-6207647

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 01, 2014

Organization Profilewww.oakpta.org
1501 Oak Ave94024

(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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

83rd percentile

44%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$162,428

Up $49,587 (+44%) from 2013

Net Assets

Up

$162,428

Up $49,587 (+44%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin75th percentile

Revenue

$272,314

No earlier filing loaded for comparison.

Expenses

Down

$222,727

Down $11,930 (-5.1%) from 2013

Net Income

$49,587

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2014

Assets$162,428
Liabilities$0
Net Assets$162,428
Open 2014 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

2014

Revenue$272,314
Expenses$222,727
Net Income$49,587
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 1, 2014
Return Version
2013v3.1
Gross Receipts
$373,543
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.

The 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$112,841$162,428▲ $49,587
Rtn Earn Endowment Incm Other Fnds$112,841$162,428▲ $49,587
Total Assets$112,841$162,428▲ $49,587
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$112,841$162,428▲ $49,587
Total Liabilities and Net Assets / Fund Balance$112,841$162,428▲ $49,587
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Cindy ZinnCo President
Gina EstradaCo President
Elizabeth LevyAuditor
Bill JamesCo VP Fundraising
Eric MarkCo VP Fundraising
Agnes ChangFinancial Sec'y
Deepa RamanHistorian
Caroline GuptaParliamentarian
Miranda HoogendoornSecretary
Rafia ChaudhryTreasurer
Heidi HarrimanVP Non F/R
Revenue and Support

Revenue Composition

Contributions and Grants
$217,965
Program Service Revenue
$17,135
Investment Income
$359
Other Revenue
$36,855
All Other Contributions
$212,627
Change in Net Assets
$49,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$220,248
Other Expenses$2,479
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$220,248--$220,248
Office Expenses$0$2,479$0$2,479
Total Functional Expenses$220,248$2,479$0$222,727
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
00-0000000-501(c)3education$140,328
00-0000000-501(c)3education$79,920
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$130,938
Fundraising Direct Expenses$98,806
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$94,314$94,314$33,210$61,104
Event 1$35,547$35,547$8,517$27,030
Total Events$129,861$129,861$98,727$31,134
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
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
Filing and Contact Details

Filer

EIN
95-6207647
Phone
6502373900

Signing Officer

Name
Rafia Chaudhry
Title
Treasurer
Phone
6502373900
Signed
2014-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rafia Chaudhry
Formed
1958
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
470

Preparer

Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The Oak Avenue PTA members include parents and staff”

Pt VI, Line 7A

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

Pt VI, Line 7B

“The annual budget is approved by the members”

Pt VI, Line 11B

“The 990 is reported at a general meeting and made available for review”

Pt VI, Line 12C

“The PTA uses the CA State PTA conflict of interest policy”

Pt VI, Line 19

“All governing documents and financial data is available for review on request”

Raw XML Appendix380 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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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt033210
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt079920
IRS990ScheduleI/RecipientTable/CashGrantAmt1140328
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0education
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Los Altos School District
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Oak Avenue School
IRS990ScheduleI/RecipientTable/RecipientEIN0000000000
IRS990ScheduleI/RecipientTable/RecipientEIN1000000000
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10201 Covington Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine111501 Oak Ave
IRS990ScheduleI/RecipientTable/USAddress/City0Los Altos
IRS990ScheduleI/RecipientTable/USAddress/City1Los Altos
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/State1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode094024
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode194024
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
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 990 is reported at a general meeting and made available for review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA uses the CA State PTA conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All governing documents and financial data is available for review on request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0112841
IRS990/TotalAssetsEOYAmt0162428
IRS990/TotalAssetsGrp/BOYAmt0112841
IRS990/TotalAssetsGrp/EOYAmt0162428
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0217965
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02479
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0220248
IRS990/TotalFunctionalExpensesGrp/TotalAmt0222727
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0112841
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0162428
IRS990/TotalProgramServiceExpensesAmt0220248
IRS990/TotalProgramServiceRevenueAmt017135
IRS990/TotalRevenueGrp/ExclusionAmt032491
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021858
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0272314
IRS990/TotalVolunteersCnt0470
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0112841
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0162428
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101501 Oak Ave
IRS990/USAddress/City0Los Altos
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode094024
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.oakpta.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAFIA CHAUDHRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06502373900
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA CA Con Oak Avenue School
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0956207647
ReturnHeader/Filer/PhoneNum06502373900
ReturnHeader/Filer/USAddress/AddressLine101501 Oak Ave
ReturnHeader/Filer/USAddress/City0Los Altos
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SUSAN P PINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104109 DONALD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-06T21:10:16-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,428
Liabilities
$0
Net assets
$162,428
Revenue
$272,314
Expenses
$222,727
Net income
$49,587
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