Civic Intelligence

Sundale School Elementary PTO

990EZ • Fiscal year 2018 • EIN 27-2406923

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

42nd percentile

0.0%

Higher net margin than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

3.8%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$74,101

Up $32 (+0.0%) from 2017

Net Assets

Up

$74,101

Up $32 (+0.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin42nd percentile

Revenue

Up

$73,981

Up $2,740 (+3.8%) from 2017

Expenses

Up

$73,949

Up $22,231 (+43%) from 2017

Net Income

Down

$32

Down $19,491 (-100%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2018

Assets$74,101
Liabilities-
Net Assets$74,101
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

2018

Revenue$73,981
Expenses$73,949
Net Income$32
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$73,981
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
FIELD TRIPS FOR KINDERGARTEN, 1ST, 2ND, 3RD, 5TH, 6TH AND 7TH GRADE STUDENTS$27,212-
CLASSROOM SUPPLIES AND TECHNOLOGY UPGRADES$14,389-
PROVIDE BOOKS FOR THE LIBRARY$4,295-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEANNE CARDOZAPresident-$0--
ROBYN LEONARDOTreas/Pres Elec-$0--
JENNIFER GARCIAVice President-$0--
JENNIFER VERKAIKSecretary-$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
Robyn Leonardo
Title
President
Signed
2018-11-14
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

“Student academic expenses $31507”

Other Expenses.2

“COST OF GOODS $14569”

Other Expenses.3

“SPECIAL PROJECTS $14389”

Other Expenses.4

“EVENT EXPENSES $5872”

Other Expenses.5

“SCHOLARSHIPS $2000”

Other Expenses.6

“HOSPITALITY $1352”

Other Expenses.7

“FOUNDERS DAY $842”

Other Expenses.8

“CHILDCARE FEES $520”

Other Expenses.9

“LIBRARY INCENTIVES $520”

Other Expenses.10

“OFFICE EXPENSE $454”

Other Expenses.11

“HEALTH AND WELFARE $452”

Other Expenses.12

“STAFF FUNCTIONS $295”

Other Expenses.13

“Registry of charitable trusts $100”

Other Expenses.14

“COMMUNICATIONS $16”

Other Expenses.15

“TAXES & LICENSES $10”

Other Assets.1010

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

Raw XML Appendix175 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/BOYAmt069653
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069685
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062426
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt032
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01051
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt073981
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074069
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074101
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074101
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEANNE CARDOZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBYN LEONARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER VERKAIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREAS/PRES ELEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04416
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04416
IRS990EZ/OtherExpensesTotalAmt072898
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/ProgramServiceRevenueAmt011553
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM SUPPLIES 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/GrantsAndAllocationsAmt014389
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt127212
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24295
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073949
IRS990EZ/TotalProgramServiceExpensesAmt045896
IRS990EZ/TotalRevenueAmt073981
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt064307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt057062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0241280
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0241280
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064307
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057062
IRS990ScheduleA/Total509Grp/TotalAmt0241280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064307
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt057062
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0241280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT ACADEMIC EXPENSES $31507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS $14569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPECIAL PROJECTS $14389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT EXPENSES $5872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIPS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOSPITALITY $1352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FOUNDERS DAY $842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHILDCARE FEES $520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LIBRARY INCENTIVES $520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICE EXPENSE $454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10HEALTH AND WELFARE $452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STAFF FUNCTIONS $295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12REGISTRY OF CHARITABLE TRUSTS $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13COMMUNICATIONS $16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14TAXES & LICENSES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Inventories - 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1010
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBYN LEONARDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNDALE UNION ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SUND
ReturnHeader/Filer/EIN0272406923
ReturnHeader/Filer/PhoneNum05596887451
ReturnHeader/Filer/USAddress/AddressLine1Txt013990 AVENUE 240
ReturnHeader/Filer/USAddress/CityNm0TULARE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093274
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941683129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M Green and Company LLP CPAs
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/ReturnTs02018-11-15T07:42:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,101
Liabilities
-
Net assets
$74,101
Revenue
$73,981
Expenses
$73,949
Net income
$32
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