Civic Intelligence

Sycamore Elementary School PTA

990EZ • Fiscal year 2020 • EIN 23-7032568

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

2100 Ravenna StreetSimi Valley, CA 93065

(805) 520-6745

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

32nd percentile

-5.5%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-34%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$8,530

Down $2,076 (-20%) from 2019

Net Assets

Down

$8,530

Down $2,076 (-20%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$37,550

Down $19,128 (-34%) from 2019

Expenses

Down

$39,626

Down $19,021 (-32%) from 2019

Net Income

Down

-$2,076

Down $107 (-5.4%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$8,530
Liabilities$0
Net Assets$8,530

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$37,550
Expenses$39,626
Net Income-$2,076
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$37,550
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.-$39,638
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIE HENDERSONPresidentPT$0--
CHRISTINA MAULVice-President-$0--
CYNDI COLONNAVice-President-$0--
IRIS ROCHAVice-President-$0--
CHRISTIAN FLORIOSecretary-$0--
DANIELLE MCCLURETreasurer-$0--
LITA HALPERTAuditor-$0--
DEANA VALDEZHistorian-$0--
VERONICA SCHILDERParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Sycamore Elementary School Pta
EIN
23-7032568
Address
2100 RAVENNA STREET, SIMI VALLEY, CA 93065

Signing Officer

Name
Danielle Mcclure
Title
Treasurer
Phone
8052973061
Signed
2020-11-11
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) 1,307field trips 4,000charitable trust 25insurance premium 232membership drive expenses 174office supplies 360presidents expense 33publicity 98svpta council assessment 125welfare 88agenda books (grades 3, 4, 5, 6) 656arts, science & education 8,375book exchange 411book fair 2,522carnival 3,939family night/association meetings 682multicultural 309h.s.a. 363holiday boutique 2,097hospitality 109jr. Olympics 134library 299programs and assemblies 3,245red ribbon week 22reflections program 32spirit wear 2,642yearbook 7,090unallocated reserves 103bank fees 12

Raw XML Appendix160 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.

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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFALL FUNDRAISER(FUN RUN,MIS) 1,307FIELD TRIPS 4,000CHARITABLE TRUST 25INSURANCE PREMIUM 232MEMBERSHIP DRIVE EXPENSES 174OFFICE SUPPLIES 360PRESIDENTS EXPENSE 33PUBLICITY 98SVPTA COUNCIL ASSESSMENT 125WELFARE 88AGENDA BOOKS (GRADES 3, 4, 5, 6) 656ARTS, SCIENCE & EDUCATION 8,375BOOK EXCHANGE 411BOOK FAIR 2,522CARNIVAL 3,939FAMILY NIGHT/ASSOCIATION MEETINGS 682MULTICULTURAL 309H.S.A. 363HOLIDAY BOUTIQUE 2,097HOSPITALITY 109JR. OLYMPICS 134LIBRARY 299PROGRAMS AND ASSEMBLIES 3,245RED RIBBON WEEK 22REFLECTIONS PROGRAM 32SPIRIT WEAR 2,642YEARBOOK 7,090UNALLOCATED RESERVES 103BANK FEES 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIELLE MCCLURE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08052973061
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYCAMORE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0SYCA
ReturnHeader/Filer/EIN0237032568
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 RAVENNA STREET
ReturnHeader/Filer/USAddress/CityNm0SIMI VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Karen Zook CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0742 Briar Hill Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Simi Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093065
ReturnHeader/PreparerPersonGrp/PhoneNum08054042508
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN ZOOK
ReturnHeader/ReturnTs02021-05-20T21:02:55-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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