Civic Intelligence

Sycamore Elementary School PTA

EIN 23-7032568 • 501(c)3 • Simi Valley, CA

Profile

Promote welfare of children and youth

2100 Ravenna StreetSimi Valley, CA 93065

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

62nd percentile

8.7%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

82nd percentile

31%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

45th percentile

-4.7%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$17,216

Up $4,667 (+37%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$17,216

Up $4,667 (+37%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin62nd percentile

Revenue

Down

$53,422

Down $13,693 (-20%) from 2024

Expenses

Down

$48,755

Down $15,790 (-24%) from 2024

Net Income

Up

$4,667

Up $2,097 (+82%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2019: $10,606Net Assets 2019: $10,6062019Assets 2020: $8,530Liabilities 2020: $0Net Assets 2020: $8,5302020Assets 2021: $6,695Liabilities 2021: $0Net Assets 2021: $6,6952021Assets 2022: $10,709Liabilities 2022: $0Net Assets 2022: $10,7092022Assets 2023: $9,979Liabilities 2023: $0Net Assets 2023: $9,9792023Assets 2024: $12,549Liabilities 2024: $0Net Assets 2024: $12,5492024Assets 2025: $17,216Liabilities 2025: $0Net Assets 2025: $17,2162025

Highlighted filing

2025

Assets$17,216
Liabilities$0
Net Assets$17,216
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2019: $56,678Expenses 2019: $58,647Net Income 2019: -$1,9692019Revenue 2020: $37,550Expenses 2020: $39,626Net Income 2020: -$2,0762020Revenue 2021: $4,999Expenses 2021: $6,834Net Income 2021: -$1,8352021Revenue 2022: $46,202Expenses 2022: $42,188Net Income 2022: $4,0142022Revenue 2023: $58,834Expenses 2023: $59,564Net Income 2023: -$7302023Revenue 2024: $67,115Expenses 2024: $64,545Net Income 2024: $2,5702024Revenue 2025: $53,422Expenses 2025: $48,755Net Income 2025: $4,6672025

Highlighted filing

2025

Revenue$53,422
Expenses$48,755
Net Income$4,667
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,216
Liabilities
$0
Net assets
$17,216
Revenue
$53,422
Expenses
$48,755
Net income
$4,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$53.4$48.8$4.67
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$67.1$64.5$2.57
2023Detailed filing. Detailed filing data is available for this year.$9.98$0.00$9.98$58.8$59.6$0.73
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$46.2$42.2$4.01
2021Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$5.00$6.83$1.84
2020Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$37.6$39.6$2.08
2019Detailed filing. Detailed filing data is available for this year.$10.6$10.6$56.7$58.6$1.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 19, 2025
Return Version
2024v5.2
Gross Receipts
$53,422
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school and community and place of worship. To raise the standards of home life. To secure adequate laws for the care and protection of children and youth. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social and spiritual education.

Promote welfare of children and youth

Program Services

DescriptionGrantsExpenses
ACTIVITIES INCLUDING HOSPITALITY, RED RIBBON WEEK, REFLECTIONS, BOOK FAIRS, ASSEMBLIES, CARNIVAL, FAMILY NIGHT, FIELD TRIPS, HOLIDAY BOUTIQUE, AND YEARBOOK.-$48,755
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINA FRITZVice-President-$0--
LAURIE MCCOURTSecretary-$0--
VERONICA SCHILDERFinancial Reviewer-$0--
CHRISTIAN FLORIOPresidentPT$0--
KIM ELIASTreasurer-$0--
MOLLY DALSASSHistorian-$0--
LINDSAY ROSETEVice-President-$0--
KRISTINA PINEVice-President-$0--
DANIELLE SHAWParlimantarian-$0--
Filing and Contact Details

Filer

Filer Name
Sycamore Elementary School Pta
EIN
23-7032568
In Care Of
% KIM ELIAS
Phone
8055206745
Address
2100 RAVENNA STREET, SIMI VALLEY, CA 93065

Signing Officer

Name
Kim Elias
Title
Treasurer
Phone
8055206745
Signed
2025-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Karen Zook CPA
Address
742 Briar Hill Circle, Simi Valley, CA 93065
Preparer
Karen Zook
Phone
8054042508
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountFALL FUNDRAISER(FUN RUN,MIS) 1,887SPRING FUNDRAISER 2,308PUBLICITY 324INSURANCE PREMIUM 288OFFICE SUPPLIES 322PRESIDENTS EXPENSE 95SVPTA COUNCIL ASSESSMENT 125WELFARE 125AGENDA BOOKS (GRADES 3, 4, 5, 6) 1,032ARTS, SCIENCE & EDUCATION 8,102BOOK FAIR & EXCHANGE 4,666CARNIVAL 635CULMINATION/FAREWELL PICNIC 749FAMILY NIGHT/ASSOCIATION MEETINGS 967DAY OF AWESOME 4,826H.S.A. 966HOSPITALITY 441DONATION TO SCHOOL 1,200JUNIOR OLYMPICS 876LIBRARY 289PROGRAMS AND ASSEMBLIES 4,225STAFF APPRECIATION 870YEARBOOK 4,069REFLECTIONS PROGRAM 27FIELD TRIPS 4,277RED RIBBON WEEK 174HOLIDAY BOUTIQUE 3,399CHARITABLE TRUST 50PRINT SHOP FLYERS 251CONVENTION 740”

Raw XML Appendix165 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM ELIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08055206745
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYCAMORE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0SYCA
ReturnHeader/Filer/EIN0237032568
ReturnHeader/Filer/InCareOfNm0% KIM ELIAS
ReturnHeader/Filer/PhoneNum08055206745
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ReturnHeader/Filer/USAddress/CityNm0SIMI VALLEY
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ReturnHeader/Filer/USAddress/ZIPCd093065
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0742 Briar Hill Circle
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093065
ReturnHeader/PreparerPersonGrp/PhoneNum08054042508
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN ZOOK
ReturnHeader/ReturnTs02025-10-19T19:20:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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