Civic Intelligence

Sycamore Elementary School PTA

990EZ • Fiscal year 2023 • EIN 23-7032568

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 30, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

39th percentile

-1.2%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-6.8%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

27%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$9,979

Down $730 (-6.8%) from 2022

Net Assets

Down

$9,979

Down $730 (-6.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$58,834

Up $12,632 (+27%) from 2022

Expenses

Up

$59,564

Up $17,376 (+41%) from 2022

Net Income

Down

-$730

Down $4,744 (-118%) from 2022

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

2023

Assets$9,979
Liabilities$0
Net Assets$9,979

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

2023

Revenue$58,834
Expenses$59,564
Net Income-$730
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$58,834
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.-$59,565
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNDI COLONNAVice-President-$0--
KRISTINA FRITZVice-President-$0--
LAURIE MCCOURTVice-President-$0--
VERONICA SCHILDERParlimantarian-$0--
DANIELLE MCCLUREAuditor-$0--
CHRISTINA MAULSecretary-$0--
DEANA VALDEZPresidentPT$0--
CHRISTIAN FLORIOTreasurer-$0--
KRISTINA PINEHistorian-$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
Christian Florio
Title
Treasurer
Phone
8055206745
Signed
2023-10-30
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) 7,593NEW SEA TRAIN 3,813PUBLICITY 388INSURANCE PREMIUM 272MEMBERSHIP DRIVE EXPENSES 30OFFICE SUPPLIES 496PRESIDENTS EXPENSE 113BANK FEES 36SVPTA COUNCIL ASSESSMENT 125WELFARE 88AGENDA BOOKS (GRADES 3, 4, 5, 6) 850ARTS, SCIENCE & EDUCATION 7,439BOOK FAIR & EXCHANGE 4,494CARNIVAL 2,914CULMINATION 342FAMILY NIGHT/ASSOCIATION MEETINGS 567FAREWELL PICNIC 380H.S.A. 980DONATION TO SCHOOL 3,000HOSPITALITY 860JUNIOR OLYMPICS 1,275LIBRARY 291PROGRAMS AND ASSEMBLIES 6,084RED RIBBON WEEK 201STAFF APPRECIATION 436SPIRIT WEAR 4,308YEARBOOK 3,838REFLECTIONS PROGRAM 243FIELD TRIPS 5,000GARDEN 286HOLIDAY BOUTIQUE 2,145CLASSROOM SUPPLIES 202CHARITABLE TRUST 25

Raw XML Appendix168 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountFALL FUNDRAISER(FUN RUN,MIS) 7,593NEW SEA TRAIN 3,813PUBLICITY 388INSURANCE PREMIUM 272MEMBERSHIP DRIVE EXPENSES 30OFFICE SUPPLIES 496PRESIDENTS EXPENSE 113BANK FEES 36SVPTA COUNCIL ASSESSMENT 125WELFARE 88AGENDA BOOKS (GRADES 3, 4, 5, 6) 850ARTS, SCIENCE & EDUCATION 7,439BOOK FAIR & EXCHANGE 4,494CARNIVAL 2,914CULMINATION 342FAMILY NIGHT/ASSOCIATION MEETINGS 567FAREWELL PICNIC 380H.S.A. 980DONATION TO SCHOOL 3,000HOSPITALITY 860JUNIOR OLYMPICS 1,275LIBRARY 291PROGRAMS AND ASSEMBLIES 6,084RED RIBBON WEEK 201STAFF APPRECIATION 436SPIRIT WEAR 4,308YEARBOOK 3,838REFLECTIONS PROGRAM 243FIELD TRIPS 5,000GARDEN 286HOLIDAY BOUTIQUE 2,145CLASSROOM SUPPLIES 202CHARITABLE TRUST 25
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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