Civic Intelligence

PTA Ca Con Oak Avenue School

990 • Fiscal year 2018 • EIN 95-6207647

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

Organization Profilewww.oakpta.org
1501 Oak AveLos Altos, CA 94024

(650) 237-3900

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

17th percentile

-19%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-1.1%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$137,522

Down $53,470 (-28%) from 2017

Net Assets

Down

$137,522

Down $53,470 (-28%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin17th percentile

Revenue

Down

$277,450

Down $3,023 (-1.1%) from 2017

Expenses

Up

$330,920

Up $37,096 (+13%) from 2017

Net Income

Down

-$53,470

Down $40,119 (-300%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2018

Assets$137,522
Liabilities$0
Net Assets$137,522
Open 2018 Filing

Operations Trend

Revenue Growth46th 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

2018

Revenue$277,450
Expenses$330,920
Net Income-$53,470
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$405,422
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 technology and capital improvements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$190,992$137,522▼ $53,470
Rtn Earn Endowment Incm Other Fnds$190,992$137,522▼ $53,470
Total Assets$190,992$137,522▼ $53,470
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$190,992$137,522▼ $53,470
Total Liabilities and Net Assets / Fund Balance$190,992$137,522▼ $53,470
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Tara WilliamsonPresident
Leslie LintAuditor
Claudia GarciaCo VP Fundraising
Krisanne DaviesCo VP Fundraising
Gitta Vink-theonCo VP non Fundraising
Lisa ConoverCo VP non Fundraising
Agnes ChangFinancial Sec'y
Kristin MorrisHistorian
Cindy ZinnParliamentarian
Sara PayneSecretary
Pam RothsteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$238,488
Program Service Revenue
$26,380
Investment Income
$308
Other Revenue
$12,274
All Other Contributions
$144,936
Change in Net Assets
$-53,470

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 Table300$88,971donor advised
Total Noncash Contributions300$88,971-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,334
Grants and Similar Amounts Paid$122,586
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$122,586--$122,586
Information Technology$55,429$0$0$55,429
Other Expenses$14,872$0$0$14,872
Office Expenses$0$6,274$0$6,274
Total Functional Expenses$324,646$6,274$0$330,920
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Los Altos School DistrictLos Altos, CA501(c)3education$122,586
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$131,626
Fundraising Direct Expenses$127,527
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$197,053$108,082$31,865$76,217
Walk a thon$23,544$23,544$6,691$16,853
Total Events$220,597$131,626$127,527$4,099
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

Filer Name
PTA CA Con Oak Avenue School
EIN
95-6207647
Phone
6502373900
Address
1501 Oak Ave, Los Altos, CA 94024

Signing Officer

Name
Pam Rothstein
Title
Treasurer
Phone
6502373900
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Rothstein
Formed
1958
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
450

Preparer

Firm
Susan P Pines
Address
4109 DONALD DR, PALO ALTO, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The Oak Avenue PTA members includes 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 upon request”

Raw XML Appendix396 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/Form990PartVIISectionAGrp/TitleTxt2Co VP non Fundraising
IRS990/Form990PartVIISectionAGrp/TitleTxt3Co VP Fundraising
IRS990/Form990PartVIISectionAGrp/TitleTxt4Co VP Fundraising
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IRS990/OperateHospitalInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt088971
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0127527
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk a thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0197053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0220597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0108082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0131626
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04099
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt088971
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt088971
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038556
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06691
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt031865
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0122586
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
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/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0300
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Auction Donations
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0donor advised
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt088971
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Oak Avenue PTA members includes 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 upon 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/TotalAssetsBOYAmt0190992
IRS990/TotalAssetsEOYAmt0137522
IRS990/TotalAssetsGrp/BOYAmt0190992
IRS990/TotalAssetsGrp/EOYAmt0137522
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0238488
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06274
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0324646
IRS990/TotalFunctionalExpensesGrp/TotalAmt0330920
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0190992
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0137522
IRS990/TotalProgramServiceExpensesAmt0324646
IRS990/TotalProgramServiceRevenueAmt026380
IRS990/TotalRevenueGrp/ExclusionAmt04407
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034555
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0277450
IRS990/TotalVolunteersCnt0450
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0190992
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0137522
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01501 Oak Ave
IRS990/USAddress/CityNm0Los Altos
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094024
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.oakpta.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM ROTHSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06502373900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Oak Avenue School
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0956207647
ReturnHeader/Filer/PhoneNum06502373900
ReturnHeader/Filer/USAddress/AddressLine1Txt01501 Oak Ave
ReturnHeader/Filer/USAddress/CityNm0Los Altos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:52:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUSAN P PINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04109 DONALD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T12:52:47-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$137,522
Liabilities
$0
Net assets
$137,522
Revenue
$277,450
Expenses
$330,920
Net income
-$53,470
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