Civic Intelligence

Sundale School Elementary PTO

990EZ • Fiscal year 2021 • EIN 27-2406923

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

11th percentile

-50%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

26th percentile

-9.3%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-84%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$55,761

Down $5,749 (-9.3%) from 2020

Net Assets

Down

$55,761

Down $5,749 (-9.3%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Down

$11,457

Down $59,098 (-84%) from 2020

Expenses

Down

$17,206

Down $56,116 (-77%) from 2020

Net Income

Down

-$5,749

Down $2,982 (-108%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2021

Assets$55,761
Liabilities-
Net Assets$55,761
Open 2021 Filing

Operations Trend

Revenue Growth6th 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

2021

Revenue$11,457
Expenses$17,206
Net Income-$5,749
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$11,457
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
PROVIDE BOOKS FOR THE LIBRARY$3,049-
CLASSROOM SUPPLIES AND TECHNOLOGY UPGRADES$1,176-
FIELD TRIPS FOR KINDERGARTEN, 1ST, 2ND, 3RD, 5TH, 6TH AND 7TH GRADE STUDENTS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA BAESEMANNPresident-$0--
BETH PERRYTreasurer-$0--
JESSICA BEAVERSTreasurer-$0--
JENNIFER GARCIAVice President-$0--
JENNIFER VERKAIKSecretary-$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
Beth Perry
Title
Treasurer
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“Cares grant expenses $5004”

Other Expenses.2

“Student academic expenses $3049”

Other Expenses.3

“LIBRARY INCENTIVES $2873”

Other Expenses.4

“SCHOLARSHIPS $2000”

Other Expenses.5

“HOSPITALITY $1451”

Other Expenses.6

“SPECIAL PROJECTS $1176”

Other Expenses.7

“OFFICE EXPENSE $840”

Other Expenses.8

“HEALTH AND WELFARE $209”

Other Expenses.9

“TAXES & LICENSES $29”

Other Expenses.10

“Registry of charitable trusts $25”

Raw XML Appendix173 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt061510
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055761
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010852
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5749
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061510
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055761
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt011457
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt055761
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061510
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055761
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA BAESEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETH PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA BEAVERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER VERKAIK
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/OtherExpensesTotalAmt016656
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/ProgramServiceRevenueAmt0604
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/GrantsAndAllocationsAmt01176
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13049
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017206
IRS990EZ/TotalProgramServiceExpensesAmt04225
IRS990EZ/TotalRevenueAmt011457
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt067532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt064307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0264758
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt05568
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05568
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97940
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0264758
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05285
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064307
IRS990ScheduleA/Total509Grp/TotalAmt0264758
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010853
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064307
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0270326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARES GRANT EXPENSES $5004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT ACADEMIC EXPENSES $3049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIBRARY INCENTIVES $2873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOSPITALITY $1451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPECIAL PROJECTS $1176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE EXPENSE $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HEALTH AND WELFARE $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES & LICENSES $29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REGISTRY OF CHARITABLE TRUSTS $25
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
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/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/PreparerPersonNm0Mary L Quillin CPA
ReturnHeader/ReturnTs02021-11-02T10:56:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PERRY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,761
Liabilities
-
Net assets
$55,761
Revenue
$11,457
Expenses
$17,206
Net income
-$5,749
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