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Oak Avenue Elementary PTA FY2021 filing

Tax-deductible

Los Altos, CA501(c)(3)EIN 95-6207647Revenue $105K in FY2021

On file with the IRSoakschool.org1501 Oak Ave, 94024-5831 · Los Altos, CATax-exempt since Sep 1967Publicly supported — 509(a)(2)

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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.

501(c)(3) charity; gifts are tax-deductible.
96¢ 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
3 of 5
filings with a surplus
Average surplus $7K a year · 4% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
14 mo
of spending, in cash
Looks good: 13.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $41K
Fine: 2 funders name 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
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$105K
Spent
$115K
To programs
96%
Net assets
$133K
By yearFY2021–FY2025
Revenue
$105K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$105K
FY2022$264K
FY2023$216K
FY2024$144K
FY2025$171K
Expenses
$115K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$115K
FY2022$143K
FY2023$209K
FY2024$232K
FY2025$166K
Net assets
$133K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$133K
FY2022$254K
FY2023$274K
FY2024$186K
FY2025$190K

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

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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

96 cents of each dollar spent went to programs.

Program services 96% · $110K Management & general 4% · $5K

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

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Pamela Rothstein Bayer
Financial Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Ryan Broms
Historian
$0Pt VII · Sec A
Kristin Morris
Incoming Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Melissa Sgroi
Co VP Non Fundraising
$0Pt VII · Sec A
Sara Payne
President
$0Pt VII · Sec A
Shweta Kumari
Co VP Fundraising
$0Pt VII · Sec A
See Oak Avenue Elementary 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

Funds school technology, improvements, and supplies to support students, staff, and parents.

Questions for Oak Avenue Elementary PTA

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Provided by the organization

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3 programs · $110K · in their own filed words · FY2020
01

The PTA funded various programs to enrich the school experience, including noon activities, field trips, teaching supplies, library materials, assemblies and other activities.

$47Kprogram expense
02

The PTA funded technology purchases and capital improvements for the benefit of all students and staff.

$34Kprogram expense
03

The PTA funded Arts Education, textbooks, instructional supplies, staff development, and printing expenses directly with the Los Altos School District.

$29Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
American Online Giving Foundation INCFY2024$36K
Coit Family FoundationFY2024$5K
Total grants receivedfrom 2 funders$41K
Grants paid · 5 grants · $205K · 2020–2024
Los Altos School DistrictFY2024$46,491
Los Altos School DistrictFY2023$40,378
Los Altos School DistrictFY2022$45,707
Los Altos School DistrictFY2021$43,713
Los Altos School DistrictFY2020$28,785

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$105K
Ln 12
Gifts and grantsLn 1h$97K
Fees for servicesLn 2g$8K
Investment incomeLn 3$18
Money outPt IX
$115K
Ln 25
Programscol B$110K
Managementcol C$5K
Owns and owesPt X
$133K
net assets · Ln 32
Cash and savingsLn 1–2$133K
Total assetsLn 16$133K
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$97K
Fees for servicesLn 2g$8K
Investment incomeLn 3$18
Total revenueLn 12$105K
Assets in detailPt X, end of year
CashLn 1$133K
Cash and savings togetherLn 1–2$133K
Total assetsLn 16$133K
LiabilitiesLn 26$0
Net assetsLn 32$133K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6175
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$143K$133K
Total assetsLn 16$143K$133K
LiabilitiesLn 26$0$0
Net assetsLn 32$143K$133K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$29K$29K
Office expensesLn 13$5K$5K
Information technologyLn 14$34K$34K
Other expenses (24a–d)Ln 24$47K$47K
Total functional expensesLn 25$115K$110K$5K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $171K$166K$5K$190K 990 PDF
FY2024 $144K$232K−$88K$186K 990 PDF
FY2023 $216K$209K$8K$274K 990 PDF
FY2022 $264K$143K$120K$254K 990 PDF
FY2021 Viewing $105K$115K−$10K$133K 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 (6 parts)
Part I · Summary $104,597 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $196,728$97,050
I-9 Program service revenuePrior year $10,100$8,080
I-10 Investment incomePrior year $54$18
I-11 Other revenuePrior year $13,307−$551
I-12 Total revenuePrior year $220,189$104,597
I-13 Grants and similar amounts paidPrior year $54,187$28,785
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $144,722$86,078
I-18 Total expensesPrior year $198,909$114,863
I-19 Revenue less expensesPrior year $21,280−$10,266
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $104,597 across 7 lines filed
Lines not itemized here account for $2,049 of total revenue; see the IRS return.
VIII-1b Membership dues$5,295
VIII-1f All other contributions, gifts and grants$91,755
VIII-1h Total contributions, gifts and grants$97,050
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,080$8,080
VIII-3 Investment incomeExcluded from tax $18$18
VIII-8 Net income from fundraising eventsUnrelated business −$2,600−$2,600
VIII-12 Total revenueRelated to mission $10,129 · Unrelated business −$2,600 · Excluded from tax $18$104,597
Part IX · Statement of functional expenses $114,863 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $28,785$28,785
IX-13 Office expensesManagement $4,931$4,931
IX-14 Information technologyPrograms $34,074$34,074
IX-24 Other expenses (24a–d)Programs $47,073$47,073
IX-25 Total functional expensesPrograms $109,932 · Management $4,931 · Fundraising $0$114,863
Part X · Balance sheet $133,190 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $143,456$133,190
X-16 Total assetsStart of year $143,456$133,190
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $143,456$133,190
X-33 Total liabilities and net assetsStart of year $143,456$133,190
Part XI · Reconciliation of net assets $133,190 net assets at year end
XI-1 Total revenue$104,597
XI-2 Total expenses$114,863
XI-3 Revenue less expenses−$10,266
XI-4 Net assets at start of year$143,456
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$133,190

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

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