Civic Intelligence

Sycamore Elementary School PTA

990EZ • Fiscal year 2024 • EIN 23-7032568

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 03, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

3.8%

Higher net margin than 51% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

14%

Faster revenue growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$12,549

Up $2,570 (+26%) from 2023

Net Assets

Up

$12,549

Up $2,570 (+26%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$67,115

Up $8,281 (+14%) from 2023

Expenses

Up

$64,545

Up $4,981 (+8.4%) from 2023

Net Income

Up

$2,570

Up $3,300 (+452%) from 2023

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

2024

Assets$12,549
Liabilities$0
Net Assets$12,549

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

2024

Revenue$67,115
Expenses$64,545
Net Income$2,570
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 3, 2024
Return Version
2023v5.1
Gross Receipts
$67,115
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.-$64,544
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNDI COLONNAVice-President-$0--
KRISTINA FRITZVice-President-$0--
LAURIE MCCOURTVice-President-$0--
VERONICA SCHILDERParlimantarian-$0--
CHRISTIAN FLORIOAuditor-$0--
CHRISTINA MAULSecretary-$0--
DEANA VALDEZPresidentPT$0--
KIM ELIASTreasurer-$0--
MOLLY DALSASSHistorian-$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
Kim Elias
Title
Treasurer
Phone
8055206745
Signed
2024-11-03
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) 3,253spring fundraiser 7,431publicity 585insurance premium 275membership drive expenses 185office supplies 597presidents expense 100bank fees 12svpta council assessment 125welfare 125agenda books (grades 3, 4, 5, 6) 1,041arts, science & education 11,787book fair & exchange 4,558carnival 724culmination/farewell picnic 1,211family night/association meetings 156day of awesome 6,193h.s.a. 956donation to school 5,801hospitality 659junior olympics 1,491library 300programs and assemblies 7,119staff appreciation 713student council 150yearbook 1,789reflections program 284field trips 1,110holiday boutique 3,180classroom supplies 840charitable trust 50pta pa system 826print shop flyers 469

Raw XML Appendix163 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/BooksInCareOfDetail/USAddress/CityNm0SIMI VALLEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CYNDI COLONNA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VERONICA SCHILDER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE-PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt064095
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
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IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFALL FUNDRAISER(FUN RUN,MIS) 3,253SPRING FUNDRAISER 7,431PUBLICITY 585INSURANCE PREMIUM 275MEMBERSHIP DRIVE EXPENSES 185OFFICE SUPPLIES 597PRESIDENTS EXPENSE 100BANK FEES 12SVPTA COUNCIL ASSESSMENT 125WELFARE 125AGENDA BOOKS (GRADES 3, 4, 5, 6) 1,041ARTS, SCIENCE & EDUCATION 11,787BOOK FAIR & EXCHANGE 4,558CARNIVAL 724CULMINATION/FAREWELL PICNIC 1,211FAMILY NIGHT/ASSOCIATION MEETINGS 156DAY OF AWESOME 6,193H.S.A. 956DONATION TO SCHOOL 5,801HOSPITALITY 659JUNIOR OLYMPICS 1,491LIBRARY 300PROGRAMS AND ASSEMBLIES 7,119STAFF APPRECIATION 713STUDENT COUNCIL 150YEARBOOK 1,789REFLECTIONS PROGRAM 284FIELD TRIPS 1,110HOLIDAY BOUTIQUE 3,180CLASSROOM SUPPLIES 840CHARITABLE TRUST 50PTA PA SYSTEM 826PRINT SHOP FLYERS 469
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM ELIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08055206745
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYCAMORE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0SYCA
ReturnHeader/Filer/EIN0237032568
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 RAVENNA STREET
ReturnHeader/Filer/USAddress/CityNm0SIMI VALLEY
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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/PreparationDt02024-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN ZOOK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-03T19:24:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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