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Addison Elementary School PTA FY2021 filing

Tax-deductible

Palo Alto, CA501(c)(3)EIN 94-6171181

to support students, staff and parents at the Addison Elementary School

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 2
filings with a surplus
Average surplus $3K a year · 5% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
18 mo
of spending, in cash
Looks good: 17.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $6K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$53K
Spent
$64K
To programs
85%
Net assets
$95K
By yearFY2021–FY2025
Revenue
$53K
FY2021
Revenue by fiscal year
FY2021$53K
FY2022$72K
FY2023$84K
FY2024$82K
FY2025$115K
Expenses
$64K
FY2021
Expenses by fiscal year
FY2021$64K
FY2022$55K
FY2023Not on file
FY2024Not on file
FY2025Not on file
Net assets
$95K
FY2021
Net assets by fiscal year
FY2021$95K
FY2022$112K
FY2023$100K
FY2024$56K
FY2025$62K

From the FY2021 Form 990 (year ending June 2021) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $54K Management & general 15% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Sarah Kimball
Historian
$0Pt VII · Sec A
Patricia Dhillon
Financial Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Liz Eden
Auditor
$0Pt VII · Sec A
Janice Park
Incoming Treasurer
$0Pt VII · Sec A
Sarah Gibbs
Parliamentarian
$0Pt VII · Sec A
Courtney Fennimore
VP Fundraising
$0Pt VII · Sec A
Julia Moran
Executive Vice President
$0Pt VII · Sec A
See Addison Elementary School PTA executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps students, staff, and parents at Addison Elementary School.

Provided by the organization

This section is blank until Addison Elementary School PTA claims this page.

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3 program services account for $54K of program spending, described in the organization's own filed words · FY2020.
01

The PTA funds curriculum supplies, library purchases, and specific teacher requests.

$28Kprogram expense
02

The PTA sponsors community events such as a Hoe Down dinner, Halloween Breakfast, Promotion Reception, Noon programs and a Year Book, among other activities

$14Kprogram expense
03

The PTA funds field trips for all grades

$12Kprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
American Online Giving Foundation INCFY2024$6K
Total grants receivedfrom 1 funder$6K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$53K
Ln 12
Gifts and grantsLn 1h$37K
Fees for servicesLn 2g$17K
Investment incomeLn 3$9
Money outPt IX
$64K
Ln 25
Programscol B$54K
Managementcol C$10K
Owns and owesPt X
$95K
net assets · Ln 32
Cash and savingsLn 1–2$95K
Total assetsLn 16$95K
LiabilitiesLn 26$0
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$37K
Fees for servicesLn 2g$17K
Investment incomeLn 3$9
Total revenueLn 12$53K
Assets in detailPt X, end of year
CashLn 1$95K
Cash and savings togetherLn 1–2$95K
Total assetsLn 16$95K
LiabilitiesLn 26$0
Net assetsLn 32$95K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6150
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$106K$95K
Total assetsLn 16$106K$95K
LiabilitiesLn 26$0$0
Net assetsLn 32$106K$95K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Office expensesLn 13$9K$9K
Other expenses (24a–d)Ln 24$55K$54K$998
Total functional expensesLn 25$64K$54K$10K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $115K$62K 990 PDF
FY2024 $82K$56K 990 PDF
FY2023 $84K$100K 990 PDF
FY2022 $72K$55K$17K$112K 990 PDF
FY2021 Viewing $53K$64K−$11K$95K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $52,811 across 7 lines filed
Lines not itemized here account for −$119 of total revenue; see the IRS return.
VIII-1b Membership dues$299
VIII-1f All other contributions, gifts and grants$36,989
VIII-1h Total contributions, gifts and grants$37,288
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $16,628$16,628
VIII-3 Investment incomeExcluded from tax $9$9
VIII-8 Net income from fundraising eventsUnrelated business −$995−$995
VIII-12 Total revenueRelated to mission $16,509 · Unrelated business −$995 · Excluded from tax $9$52,811
Part IX · Statement of functional expenses $63,952 across 2 lines filed
IX-13 Office expensesManagement $8,889$8,889
IX-24 Other expenses (24a–d)Programs $54,065 · Management $998$55,063
IX-25 Total functional expensesPrograms $54,065 · Management $9,887 · Fundraising $0$63,952
Part X · Balance sheet $94,946 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $106,087$94,946
X-16 Total assetsStart of year $106,087$94,946
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $106,087$94,946
X-33 Total liabilities and net assetsStart of year $106,087$94,946
Part XI · Reconciliation of net assets $94,946 net assets at year end
XI-1 Total revenue$52,811
XI-2 Total expenses$63,952
XI-3 Revenue less expenses−$11,141
XI-4 Net assets at start of year$106,087
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$94,946

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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