philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Addison Elementary School PTA FY2022 filing

Tax-deductible

Palo Alto, CA501(c)(3)EIN 94-6171181Revenue $72K in FY2022

On file with the IRS650 Addison Ave, 94301-3206 · Palo Alto, CATax-exempt since Sep 1967Publicly supported — 509(a)(2)

This page gets seen. Tell your story. Claim this org.

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

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · 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
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
24 mo
of spending, in cash
Looks good: 24.4 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
$72K
+37% vs prior year
Spent
$55K
To programs
93%
Net assets
$112K
By yearFY2021–FY2025
Revenue
$72K
FY2022▲ +37%
Tap a bar for its year
Revenue by fiscal year
FY2021$53K
FY2022$72K
FY2023$84K
FY2024$82K
FY2025$115K
Expenses
$55K
FY2022▼ -14%
Tap a bar for its year
Expenses by fiscal year
FY2021$64K
FY2022$55K
FY2023Not on file
FY2024Not on file
FY2025Not on file
Net assets
$112K
FY2022▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2021$95K
FY2022$112K
FY2023$100K
FY2024$56K
FY2025$62K

From the FY2022 Form 990 (year ending June 2022) · see the original

990 PDF Claim
You’re viewing the FY2022 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

93 cents of each dollar spent went to programs.

Program services 93% · $51K Management & general 7% · $4K

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Arun Aggarwal
Parliamentarian
$0Pt VII · Sec A
Sarah Kimball
Historian
$0Pt VII · Sec A
Rochelle Gerstner
Financial Secretary
$0Pt VII · Sec A
John Young
VP of Communications
$0Pt VII · Sec A
Liz Eden
Auditor
$0Pt VII · Sec A
Janice Park
Treasurer
$0Pt VII · Sec A
Courtney Fennimore
VP Fundraising
$0Pt VII · Sec A
Lisa Bertelsen-Kivett
Executive Vice President
$0Pt VII · Sec A
See Addison Elementary School PTA executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

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.

Questions for Addison Elementary School PTA

Tap to ask. Addison Elementary School PTA sees how many people are interested.

Your first name shows with your question. Addison Elementary School PTA answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

2 programs · $51K · in their own filed words · FY2021
01

The PTA funds class supplies, curriculum materials, library materials, and grants to teachers

$38Kprogram 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

$13Kprogram expense

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 FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$72K
Ln 12
Gifts and grantsLn 1h$55K
Other incomeLn 4–11$16K
Fees for servicesLn 2g$759
Money outPt IX
$55K
Ln 25
Programscol B$51K
Managementcol C$4K
Owns and owesPt X
$112K
net assets · Ln 32
Cash and savingsLn 1–2$112K
Total assetsLn 16$112K
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$55K
Noncash giftsLn 1g$15K
Fundraising eventsLn 1c$15K
Fees for servicesLn 2g$759
Investment incomeLn 3$9
Other incomeLn 4–11$16K
Total revenueLn 12$72K
Assets in detailPt X, end of year
CashLn 1$112K
Cash and savings togetherLn 1–2$112K
Total assetsLn 16$112K
LiabilitiesLn 26$0
Net assetsLn 32$112K
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 FY22End FY22
Cash and savingsLn 1–2$95K$112K
Total assetsLn 16$95K$112K
LiabilitiesLn 26$0$0
Net assetsLn 32$95K$112K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Office expensesLn 13$4K$4K
Other expenses (24a–d)Ln 24$51K$51K
Total functional expensesLn 25$55K$51K$4K$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 Viewing $72K$55K$17K$112K 990 PDF
FY2021 $53K$64K−$11K$95K 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 FY2022 990 (6 parts)
Part I · Summary $72,258 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $37,288$55,217
I-9 Program service revenuePrior year $16,628$759
I-10 Investment incomePrior year $9$9
I-11 Other revenuePrior year −$1,114$16,273
I-12 Total revenuePrior year $52,811$72,258
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $63,952$55,066
I-18 Total expensesPrior year $63,952$55,066
I-19 Revenue less expensesPrior year −$11,141$17,192
Part VI · Governance 13 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $72,258 across 8 lines filed
VIII-1c Fundraising events$14,614
VIII-1f All other contributions, gifts and grants$40,603
VIII-1g Noncash contributions (included above)$14,614
VIII-1h Total contributions, gifts and grants$55,217
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $759$759
VIII-3 Investment incomeExcluded from tax $9$9
VIII-8 Net income from fundraising eventsUnrelated business $16,273$16,273
VIII-12 Total revenueRelated to mission $759 · Unrelated business $16,273 · Excluded from tax $9$72,258
Part IX · Statement of functional expenses $55,066 across 2 lines filed
IX-13 Office expensesManagement $4,084$4,084
IX-24 Other expenses (24a–d)Programs $50,982$50,982
IX-25 Total functional expensesPrograms $50,982 · Management $4,084 · Fundraising $0$55,066
Part X · Balance sheet $112,138 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $94,946$112,138
X-16 Total assetsStart of year $94,946$112,138
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $94,946$112,138
X-33 Total liabilities and net assetsStart of year $94,946$112,138
Part XI · Reconciliation of net assets $112,138 net assets at year end
XI-1 Total revenue$72,258
XI-2 Total expenses$55,066
XI-3 Revenue less expenses$17,192
XI-4 Net assets at start of year$94,946
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$112,138

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.