Civic Intelligence

Joe Michell Parent Organization

990EZ • Fiscal year 2016 • EIN 20-0293135

Aug 01, 2015 to Jul 31, 2016 • Filed on Jan 19, 2017

Organization ProfileN/A
1001 Elaine AveLivermore, CA 94550

(925) 606-4738

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

3.9%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$37,288

Down $6,303 (-14%) from 2015

Net Assets

Down

$37,288

Down $6,303 (-14%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin20th percentile

Revenue

Up

$44,798

Up $1,689 (+3.9%) from 2015

Expenses

Up

$51,101

Up $9,512 (+23%) from 2015

Net Income

Down

-$6,303

Down $7,823 (-515%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2015: $43,591Liabilities 2015: $0Net Assets 2015: $43,5912015Assets 2016: $37,288Liabilities 2016: $0Net Assets 2016: $37,2882016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2016

Assets$37,288
Liabilities$0
Net Assets$37,288
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2015: $43,109Expenses 2015: $41,589Net Income 2015: $1,5202015Revenue 2016: $44,798Expenses 2016: $51,101Net Income 2016: -$6,3032016Revenue 2017: $1,570Expenses 2017: $692Net Income 2017: $8782017

Highlighted filing

2016

Revenue$44,798
Expenses$51,101
Net Income-$6,303
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Jan 19, 2017
Return Version
2015v3.0
Gross Receipts
$78,510
Mission and Program Overview

Mission

Support of joe michell elementary school

Program Services

DescriptionGrantsExpenses
RAISE FUNDS FOR THE EDUCATIONAL BENEFIT OF STUDENTS ATTENDING JOE MICHELL ELEMENTARY SCHOOL$0$51,101
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
EZGI BOOTHVice PresidentPT$0--
BEVERLY FICKSecretary/Vice-PresidentPT$0--
COLLEEN PLUMMERTreasurerPT$0--
VICTORIA WILSONPresidentPT$0--
GINA SALDANHATreasurerPT$0--
PAMELA ENGELSGJERDSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$25,907$25,907$10,807$15,100
Total Events$62,563$62,563$33,712$28,851
Filing and Contact Details

Filer

Filer Name
Joe Michell Pto
EIN
20-0293135
Phone
9256064738
Address
1001 ELAINE AVE, LIVERMORE, CA 94550

Signing Officer

Name
Gina Saldanha
Title
Treasurer
Phone
9256064738
Signed
2017-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Kemper CPA Group Llp
Address
2117 FOURTH STREET, LIVERMORE, CA 94550
Preparer
Kenneth L Mccartney
Phone
9254472010
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 42.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: classroom/staff expenses. Amount: 48,169. Description: taxes. Amount: 69. Description: insurance. Amount: 255. Description: bank fees. Amount: 1,354. Description: staff appreciation. Amount: 454. Total to form 990-ez, line 16: 50,301.”

Raw XML Appendix180 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOE MICHELL PTO
IRS990EZ/BooksInCareOfDetail/PhoneNum09256064738
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01001 ELAINE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIVERMORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094550
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043591
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037288
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt014595
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6303
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt037288
IRS990EZ/FundraisingGrossIncomeAmt062564
IRS990EZ/GrossReceiptsAmt078510
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01309
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043591
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037288
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043591
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037288
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EZGI BOOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEVERLY FICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLEEN PLUMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VICTORIA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GINA SALDANHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAMELA ENGELSGJERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050301
IRS990EZ/OtherRevenueTotalAmt042
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF JOE MICHELL ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE FUNDS FOR THE EDUCATIONAL BENEFIT OF STUDENTS ATTENDING JOE MICHELL ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051101
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt033712
IRS990EZ/SpecialEventsNetIncomeLossAmt028852
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051101
IRS990EZ/TotalProgramServiceExpensesAmt051101
IRS990EZ/TotalRevenueAmt044798
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024108
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt078416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0140980
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt084
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0165088
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078468
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086620
IRS990ScheduleA/Total509Grp/TotalAmt0165088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086662
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0165172
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033712
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt036656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt036656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062563
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028851
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt022905
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033712
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010807
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 42.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLASSROOM/STAFF EXPENSES. AMOUNT: 48,169. DESCRIPTION: TAXES. AMOUNT: 69. DESCRIPTION: INSURANCE. AMOUNT: 255. DESCRIPTION: BANK FEES. AMOUNT: 1,354. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 454. TOTAL TO FORM 990-EZ, LINE 16: 50,301.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA SALDANHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09256064738
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOE MICHELL PTO
ReturnHeader/Filer/BusinessNameControlTxt0JOEM
ReturnHeader/Filer/EIN0200293135
ReturnHeader/Filer/PhoneNum09256064738
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 ELAINE AVE
ReturnHeader/Filer/USAddress/CityNm0LIVERMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094550
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02117 FOURTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVERMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094550
ReturnHeader/PreparerPersonGrp/PhoneNum09254472010
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L MCCARTNEY
ReturnHeader/ReturnTs02017-02-15T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,288
Liabilities
$0
Net assets
$37,288
Revenue
$44,798
Expenses
$51,101
Net income
-$6,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.57$0.69$0.88
2016Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$44.8$51.1$6.30
2015Detailed filing. Detailed filing data is available for this year.$43.6$0.00$43.6$43.1$41.6$1.52