Civic Intelligence

Sundale Union Elementary PTO

EIN 27-2406923 • 501(c)3 • Tulare, CA

Profile

Parent teacher organization formed to raise parent awareness of education process, educate parents regarding their role in the education process, and support student academic activities.

13990 Avenue 240Tulare, CA 93274

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

21st percentile

-25%

Higher net margin than 21% 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

58th percentile

2.4%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

54th percentile

2.0%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$97,237

Down $31,997 (-25%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$97,237

Down $31,997 (-25%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Up

$127,461

Up $7,993 (+6.7%) from 2024

Expenses

Up

$159,458

Up $76,557 (+92%) from 2024

Net Income

Down

-$31,997

Down $68,564 (-188%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$150K$100K$50K$0Assets 2016: $54,546Net Assets 2016: $54,5462016Assets 2017: $74,069Net Assets 2017: $74,0692017Assets 2018: $74,101Net Assets 2018: $74,1012018Assets 2019: $64,277Net Assets 2019: $64,2772019Assets 2020: $61,510Net Assets 2020: $61,5102020Assets 2021: $55,761Net Assets 2021: $55,7612021Assets 2022: $92,247Net Assets 2022: $92,2472022Assets 2023: $92,667Net Assets 2023: $92,6672023Assets 2024: $129,234Net Assets 2024: $129,2342024Assets 2025: $97,237Net Assets 2025: $97,2372025

Highlighted filing

2025

Assets$97,237
Liabilities-
Net Assets$97,237
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $65,468Expenses 2016: $72,279Net Income 2016: -$6,8112016Revenue 2017: $71,241Expenses 2017: $51,718Net Income 2017: $19,5232017Revenue 2018: $73,981Expenses 2018: $73,949Net Income 2018: $322018Revenue 2019: $71,181Expenses 2019: $81,005Net Income 2019: -$9,8242019Revenue 2020: $70,555Expenses 2020: $73,322Net Income 2020: -$2,7672020Revenue 2021: $11,457Expenses 2021: $17,206Net Income 2021: -$5,7492021Revenue 2022: $107,568Expenses 2022: $71,082Net Income 2022: $36,4862022Revenue 2023: $122,463Expenses 2023: $122,043Net Income 2023: $4202023Revenue 2024: $119,468Expenses 2024: $82,901Net Income 2024: $36,5672024Revenue 2025: $127,461Expenses 2025: $159,458Net Income 2025: -$31,9972025

Highlighted filing

2025

Revenue$127,461
Expenses$159,458
Net Income-$31,997
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$97,237
Liabilities
-
Net assets
$97,237
Revenue
$127,461
Expenses
$159,458
Net income
-$31,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.97$0.97$1.27$1.59$0.32
2024Detailed filing. Detailed filing data is available for this year.$1.29$1.29$1.19$0.83$0.37
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.22$1.22$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.08$0.71$0.36
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.11$0.17$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.71$0.73$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.71$0.81$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.74$0.74$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.71$0.52$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.65$0.72$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$127,461
Mission and Program Overview

Mission

Parent teacher organization formed to raise parent awareness of education process, educate parents regarding their role in the education process, and support student academic activities.

Program Services

DescriptionGrantsExpenses
NEW BLEACHERS AND CEMENT FOR SCHOOL AND TECHNOLOGY UPGRADES-$86,170
FIELD TRIPS FOR KINDERGARTEN, 1ST, 2ND, 3RD, 5TH, 6TH AND 7TH GRADE STUDENTS-$29,194
PROVIDE BOOKS FOR THE LIBRARY--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HALEY VIEIRAPresident-$0--
JENNIE RICHMONDTreasurer-$0--
RENAE ALLENSWORTHTreasurer-$0--
FALLON VANDERTUIGVice President-$0--
LINDSEY ROSESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sundale Union Elementary Pto
EIN
27-2406923
Address
13990 AVENUE 240, TULARE, CA 93274

Signing Officer

Name
Jennie Richmond
Title
Treasurer
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
M Green and Company LLP
Address
308 South M St, Tulare, CA 93274
Preparer
Mary L Quillin CPA
Phone
5596887401
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SPECIAL PROJECTS $86170”

Other Expenses.2

“Student academic expenses $34891”

Other Expenses.3

“Fundraiser expense $14825”

Other Expenses.4

“Spirit shack expense $8432”

Other Expenses.5

“HOSPITALITY $6828”

Other Expenses.6

“SCHOLARSHIPS $4000”

Other Expenses.7

“OFFICE EXPENSE $1453”

Other Expenses.8

“FOUNDERS DAY $716”

Other Expenses.9

“FRAUD $545”

Other Expenses.10

“BANK CHARGES $373”

Other Expenses.11

“HEALTH AND WELFARE $271”

Other Expenses.12

“PARENT ROOM $223”

Other Expenses.13

“SUPPLIES & MATERIALS $56”

Raw XML Appendix176 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/BooksInCareOfDetail/PersonNm0SUNDALE UNION ELEMENTARY
IRS990EZ/BooksInCareOfDetail/PhoneNum05596887451
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013990 AVENUE 240
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TULARE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093274
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0129234
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097237
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-31997
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0129234
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097237
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0127461
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0129234
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097237
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0129234
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097237
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HALEY VIEIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIE RICHMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RENAE ALLENSWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FALLON VANDERTUIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDSEY ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0158783
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ORGANIZATION FORMED TO RAISE PARENT AWARENESS OF EDUCATION PROCESS, EDUCATE PARENTS REGARDING THEIR ROLE IN THE EDUCATION PROCESS, AND SUPPORT STUDENT ACADEMIC ACTIVITIES.
IRS990EZ/ProgramServiceRevenueAmt012263
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NEW BLEACHERS AND CEMENT FOR SCHOOL AND TECHNOLOGY UPGRADES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS FOR KINDERGARTEN, 1ST, 2ND, 3RD, 5TH, 6TH AND 7TH GRADE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE BOOKS FOR THE LIBRARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt086170
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129194
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0159458
IRS990EZ/TotalProgramServiceExpensesAmt0115364
IRS990EZ/TotalRevenueAmt0127461
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0115193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0102637
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0102992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt092427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0418534
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05568
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05593
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98680
IRS990ScheduleA/PublicSupportPY509Pct00.98510
IRS990ScheduleA/PublicSupportTotal509Amt0418534
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0115193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0102637
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0102992
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05285
IRS990ScheduleA/Total509Grp/TotalAmt0418534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0115193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0102637
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0102992
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010853
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0424127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPECIAL PROJECTS $86170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT ACADEMIC EXPENSES $34891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISER EXPENSE $14825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPIRIT SHACK EXPENSE $8432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOSPITALITY $6828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIPS $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE EXPENSE $1453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FOUNDERS DAY $716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FRAUD $545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10HEALTH AND WELFARE $271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PARENT ROOM $223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUPPLIES & MATERIALS $56
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIE RICHMOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNDALE UNION ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SUND
ReturnHeader/Filer/EIN0272406923
ReturnHeader/Filer/USAddress/AddressLine1Txt013990 AVENUE 240
ReturnHeader/Filer/USAddress/CityNm0TULARE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093274
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941683129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M Green and Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0308 South M St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulare
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093274
ReturnHeader/PreparerPersonGrp/PhoneNum05596887401
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary L Quillin CPA
ReturnHeader/ReturnTs02025-11-06T09:22:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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