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

Oak Avenue Elementary PTA FY2023 filing

Tax-deductible

Los Altos, CA501(c)(3)EIN 95-6207647Revenue $216K in FY2023

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

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

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.
98¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
16 mo
of spending, in cash
Looks good: 15.8 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
$216K
-18% vs prior year
Spent
$209K
To programs
98%
Net assets
$274K
By yearFY2021–FY2025
Revenue
$216K
FY2023▼ -18%
Tap a bar for its year
Revenue by fiscal year
FY2021$105K
FY2022$264K
FY2023$216K
FY2024$144K
FY2025$171K
Expenses
$209K
FY2023▲ +46%
Tap a bar for its year
Expenses by fiscal year
FY2021$115K
FY2022$143K
FY2023$209K
FY2024$232K
FY2025$166K
Net assets
$274K
FY2023▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2021$133K
FY2022$254K
FY2023$274K
FY2024$186K
FY2025$190K

From the FY2023 Form 990 (year ending June 2023) · see the original

Give Claim
You’re viewing the FY2023 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

98 cents of each dollar spent went to programs.

Program services 98% · $205K Management & general 2% · $4K

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

Something off? Claim to add context

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Shailee Desai
Historian
$0Pt VII · Sec A
Christina Selle
Financial Secretary
$0Pt VII · Sec A
Jen Tucker
Auditor
$0Pt VII · Sec A
Jenny Briochko
Parliamentarian
$0Pt VII · Sec A
Shweta Tomar
Incoming Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Melissa Sgroi
Co VP Fundraising
$0Pt VII · Sec A
Anita Wu
President
$0Pt VII · Sec A
See Oak Avenue Elementary PTA executive salaries →

On this list? Claim this org

Something off? Claim to add context

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

Tap to ask. Oak Avenue Elementary PTA sees how many people are interested.

Your first name shows with your question. Oak Avenue Elementary PTA answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $205K · in their own filed words · FY2022
01

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

$105Kprogram expense
02

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

$54Kprogram expense
03

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

$46Kprogram 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 FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$216K
Ln 12
Gifts and grantsLn 1h$179K
Other incomeLn 4–11$33K
Fees for servicesLn 2g$4K
Money outPt IX
$209K
Ln 25
Programscol B$205K
Managementcol C$4K
Owns and owesPt X
$274K
net assets · Ln 32
Cash and savingsLn 1–2$274K
Total assetsLn 16$274K
LiabilitiesLn 26$0
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$179K
Noncash giftsLn 1g$33K
Fundraising eventsLn 1c$33K
Fees for servicesLn 2g$4K
Investment incomeLn 3$211
Other incomeLn 4–11$33K
Total revenueLn 12$216K
Assets in detailPt X, end of year
CashLn 1$274K
Cash and savings togetherLn 1–2$274K
Total assetsLn 16$274K
LiabilitiesLn 26$0
Net assetsLn 32$274K
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 FY23End FY23
Cash and savingsLn 1–2$254K$274K
Total assetsLn 16$254K$274K
LiabilitiesLn 26$0$0
Net assetsLn 32$254K$274K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$46K$46K
Office expensesLn 13$4K$4K
Information technologyLn 14$12K$12K
Other expenses (24a–d)Ln 24$147K$147K
Total functional expensesLn 25$209K$205K$4K$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 Viewing $216K$209K$8K$274K 990 PDF
FY2022 $264K$143K$120K$254K 990 PDF
FY2021 $105K$115K−$10K$133K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $216,342 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $197,635$178,582
I-9 Program service revenuePrior year $9,108$4,244
I-10 Investment incomePrior year $25$211
I-11 Other revenuePrior year $56,811$33,305
I-12 Total revenuePrior year $263,579$216,342
I-13 Grants and similar amounts paidPrior year $43,713$45,707
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $99,457$162,969
I-18 Total expensesPrior year $143,170$208,676
I-19 Revenue less expensesPrior year $120,409$7,666
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 $216,342 across 9 lines filed
Lines not itemized here account for $1,615 of total revenue; see the IRS return.
VIII-1b Membership dues$1,968
VIII-1c Fundraising events$32,977
VIII-1f All other contributions, gifts and grants$143,637
VIII-1g Noncash contributions (included above)$32,977
VIII-1h Total contributions, gifts and grants$178,582
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,244$4,244
VIII-3 Investment incomeExcluded from tax $211$211
VIII-8 Net income from fundraising eventsUnrelated business $31,690$31,690
VIII-12 Total revenueRelated to mission $5,859 · Unrelated business $31,690 · Excluded from tax $211$216,342
Part IX · Statement of functional expenses $208,676 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $45,707$45,707
IX-13 Office expensesManagement $3,959$3,959
IX-14 Information technologyPrograms $12,322$12,322
IX-24 Other expenses (24a–d)Programs $146,688$146,688
IX-25 Total functional expensesPrograms $204,717 · Management $3,959 · Fundraising $0$208,676
Part X · Balance sheet $273,984 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $253,599$273,984
X-16 Total assetsStart of year $253,599$273,984
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $253,599$273,984
X-33 Total liabilities and net assetsStart of year $253,599$273,984
Part XI · Reconciliation of net assets $273,984 net assets at year end
XI-1 Total revenue$216,342
XI-2 Total expenses$208,676
XI-3 Revenue less expenses$7,666
XI-4 Net assets at start of year$253,599
XI-8 Prior period adjustments$12,719
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$273,984

Form 990 e-file (XML) FY2023 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.

Your org? Add context

Made it to the end? Claim this org

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.