Civic Intelligence

Sundale School Elementary PTO

990EZ • Fiscal year 2016 • EIN 27-2406923

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 14, 2017

Organization ProfileN/A
13990 Avenue 240Tulare, CA 93274

(559) 688-7451

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$54,546

No earlier filing loaded for comparison.

Net Assets

$54,546

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

$65,468

No earlier filing loaded for comparison.

Expenses

$72,279

No earlier filing loaded for comparison.

Net Income

-$6,811

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$54,546
Liabilities-
Net Assets$54,546
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue$65,468
Expenses$72,279
Net Income-$6,811
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 14, 2017
Return Version
2015v3.0
Gross Receipts
$65,468
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
SUPPLIES AND TECHNOLOGY FOR CLASSROOMS INCLUDING 72 CHROMEBOOKS$39,114-
FIELD TRIPS FOR KINDERGARTEN, 1ST, 2ND, 3RD, 5TH, 6TH AND 7TH GRADE STUDENTS$16,632-
PROVIDE BOOKS FOR THE LIBRARY$1,000-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRMA WHEELERPresident-$0--
KRISTINA JENKINSCo-Treasurer-$0--
MISSY ASHFORDCo-Treasurer-$0--
KRISTIN SCHUSSELSecretary-$0--
ROBYN LEONARDOVice President-$0--
Filing and Contact Details

Filer

Filer Name
Sundale Union Elementary Pto
EIN
27-2406923
Phone
5596887451
Address
13990 AVENUE 240, TULARE, CA 93274

Signing Officer

Name
Missy Ashford
Title
Treasurer
Signed
2017-03-14
Discuss with paid preparer
Yes

Preparer

Firm
M Green and Company LLP CPAs
Address
308 South M Street, Tulare, CA 93274
Preparer
Wm Kent Jensen CPA
Phone
5596887401
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SPECIAL PROJECTS $39114”

Other Expenses.2

“Student academic expenses $17632”

Other Expenses.3

“EVENT EXPENSES $5002”

Other Expenses.4

“COST OF GOODS $4419”

Other Expenses.5

“SCHOLARSHIPS $2000”

Other Expenses.6

“STAFF FUNCTIONS $1732”

Other Expenses.7

“COMMUNICATIONS $897”

Other Expenses.8

“FOUNDERS DAY $537”

Other Expenses.9

“CHILDCARE FEES $500”

Other Expenses.10

“HOSPITALITY $298”

Other Expenses.11

“ROOM PARENT PARTY $88”

Other Expenses.12

“BANK CHARGES $47”

Other Expenses.13

“HEALTH AND WELFARE $33”

Other Expenses.14

“TAXES & LICENSES $-20”

Other Assets.1010

“Inventories - Beginning $4416 Inventories - Ending $4416”

Raw XML Appendix170 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/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBYN LEONARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04416
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IRS990EZ/OtherExpensesTotalAmt072279
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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/ProgramServiceRevenueAmt07979
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE BOOKS FOR THE LIBRARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039114
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057062
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0114547
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057485
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IRS990ScheduleA/Total509Grp/TotalAmt0114547
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057062
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0114547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPECIAL PROJECTS $39114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT ACADEMIC EXPENSES $17632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT EXPENSES $5002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COST OF GOODS $4419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIPS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STAFF FUNCTIONS $1732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNICATIONS $897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FOUNDERS DAY $537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CHILDCARE FEES $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HOSPITALITY $298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ROOM PARENT PARTY $88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK CHARGES $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12HEALTH AND WELFARE $33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TAXES & LICENSES $-20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Inventories - Beginning $4416 Inventories - Ending $4416
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MISSY ASHFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNDALE UNION ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SUND
ReturnHeader/Filer/EIN0272406923
ReturnHeader/Filer/PhoneNum05596887451
ReturnHeader/Filer/USAddress/AddressLine1Txt013990 AVENUE 240
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093274
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0308 South M Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulare
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093274
ReturnHeader/PreparerPersonGrp/PhoneNum05596887401
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wm Kent Jensen CPA
ReturnHeader/ReturnTs02017-03-14T17:06:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,546
Liabilities
-
Net assets
$54,546
Revenue
$65,468
Expenses
$72,279
Net income
-$6,811
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