Civic Intelligence

Sun Valley School PTO Inc.

990 • Fiscal year 2016 • EIN 42-1759606

Aug 01, 2015 to Jul 31, 2016 • Filed on Mar 06, 2017

Organization ProfileWWW.SUNVALLEYPTO.COM
75 Happy LaneSan Rafael, CA 94901

(415) 485-2440

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

86th percentile

34%

Higher net margin than 86% 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

31st percentile

-8.1%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

0.9%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$276,076

Down $24,302 (-8.1%) from 2015

Net Assets

Up

$275,819

Up $91,082 (+49%) from 2015

Liabilities

Down

$257

Down $115,384 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin86th percentile

Revenue

Up

$265,233

Up $2,473 (+0.9%) from 2015

Expenses

Down

$174,151

Down $144,551 (-45%) from 2015

Net Income

Up

$91,082

Up $147,024 (+263%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$600K$400K$200K$0Assets 2011: $68,190Liabilities 2011: $0Net Assets 2011: $68,1902011Assets 2012: $99,991Liabilities 2012: $0Net Assets 2012: $99,9912012Assets 2013: $103,182Liabilities 2013: $0Net Assets 2013: $103,1822013Assets 2014: $240,679Liabilities 2014: $0Net Assets 2014: $240,6792014Assets 2015: $300,378Liabilities 2015: $115,641Net Assets 2015: $184,7372015Assets 2016: $276,076Liabilities 2016: $257Net Assets 2016: $275,8192016Assets 2017: $263,146Liabilities 2017: $0Net Assets 2017: $263,1462017Assets 2018: $310,518Liabilities 2018: $27,151Net Assets 2018: $283,3672018Assets 2019: $321,980Liabilities 2019: $27,601Net Assets 2019: $294,3792019Assets 2020: $278,661Liabilities 2020: $27,601Net Assets 2020: $251,0602020Assets 2021: $345,736Liabilities 2021: $27,450Net Assets 2021: $318,2862021Assets 2022: $462,504Liabilities 2022: $27,450Net Assets 2022: $435,0542022Assets 2023: $556,156Liabilities 2023: $0Net Assets 2023: $556,1562023Assets 2024: $372,174Liabilities 2024: $0Net Assets 2024: $372,1742024Assets 2025: $482,672Liabilities 2025: $0Net Assets 2025: $482,6722025

Highlighted filing

2016

Assets$276,076
Liabilities$257
Net Assets$275,819
Open 2016 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $233,751Expenses 2011: $236,762Net Income 2011: -$3,0112011Revenue 2012: $246,855Expenses 2012: $215,054Net Income 2012: $31,8012012Revenue 2013: $279,167Expenses 2013: $275,976Net Income 2013: $3,1912013Revenue 2014: $293,670Expenses 2014: $156,173Net Income 2014: $137,4972014Revenue 2015: $262,760Expenses 2015: $318,702Net Income 2015: -$55,9422015Revenue 2016: $265,233Expenses 2016: $174,151Net Income 2016: $91,0822016Revenue 2017: $319,344Expenses 2017: $332,432Net Income 2017: -$13,0882017Revenue 2018: $283,122Expenses 2018: $262,901Net Income 2018: $20,2212018Revenue 2019: $317,701Expenses 2019: $306,689Net Income 2019: $11,0122019Revenue 2020: $229,883Expenses 2020: $273,202Net Income 2020: -$43,3192020Revenue 2021: $307,520Expenses 2021: $240,294Net Income 2021: $67,2262021Revenue 2022: $345,841Expenses 2022: $229,073Net Income 2022: $116,7682022Revenue 2023: $345,794Expenses 2023: $224,692Net Income 2023: $121,1022023Revenue 2024: $314,427Expenses 2024: $498,409Net Income 2024: -$183,9822024Revenue 2025: $315,892Expenses 2025: $205,394Net Income 2025: $110,4982025

Highlighted filing

2016

Revenue$265,233
Expenses$174,151
Net Income$91,082
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Mar 6, 2017
Return Version
2015v3.0
Gross Receipts
$272,919
Mission and Program Overview

Mission

To support the education of children at sun valley school in san rafael, california by fostering relationships between the school, parents, and teachers.

Educational programs benefiting 400 students in art, literature, assemblies, field trips, technology and science. Programs also provide books, classroom supplies and computer equipment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$300,378$275,076▼ $25,302
Total Assets$300,378$276,076▼ $24,302
Other Assets Total-$1,000-
Liabilities
Accounts Payable and Accrued Expenses$115,641$257▼ $115,384
Total Liabilities$115,641$257▼ $115,384
Net Assets / Fund Balance
Unrestricted Net Assets$184,737$275,819▲ $91,082
Total Net Assets Fund Balance$184,737$275,819▲ $91,082
Total Liabilities and Net Assets / Fund Balance$300,378$276,076▼ $24,302
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Kathryn a SweetPresident
Jennifer SpillyVice President
Kristen RoathVice President
Alicia BraschSecretary
Elise SambranoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$209,872
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$55,361
All Other Contributions
$209,872
Change in Net Assets
$91,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,151
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$27,771--$27,771
All Other Expenses$21,654--$21,654
Office Expenses-$2,955-$2,955
Insurance-$1,219-$1,219
Fees for Services Accounting-$1,160-$1,160
Total Functional Expenses$168,817$5,334$0$174,151
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,047
Fundraising Direct Expenses$7,686
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$63,047$63,047-$63,047
Total Events$63,047$63,047$7,686$55,361
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The members of the organization consist of parents, teachers, and other community members.”

Form 990, Part VI, Section A, Line 7A

“The members of the board are elected by vote of members of the organization.”

Form 990, Part VI, Section B, Line 11

“The return is reviewed by the organization's management and board during a board meeting.”

Form 990, Part VI, Section C, Line 19

“Information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Sun Valley School Pto Inc
EIN
42-1759606
Phone
4154852440
Address
75 HAPPY LANE, SAN RAFAEL, CA 94901

Signing Officer

Name
Kathy Sweet
Title
President
Phone
4154852440
Signed
2017-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn a Sweet
Formed
2008
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Forward Llp
Address
2100 FOURTH STREET C353, SAN RAFAEL, CA 94901
Preparer
John Ward CPA
Phone
4153229755
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Media materials: program service expenses 19,784. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,784. Disaster preparedness/first aid: program service expenses 1,370. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,370. Crossing guard: program service expenses 500. Management and general expenses 0. Fundraising expenses 0. Total expenses 500.”

Raw XML Appendix319 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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IRS990/MissionDesc0TO SUPPORT THE EDUCATION OF CHILDREN AT SUN VALLEY SCHOOL IN SAN RAFAEL, CALIFORNIA BY FOSTERING RELATIONSHIPS BETWEEN THE SCHOOL, PARENTS, AND TEACHERS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION MAINTAINED A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH SUN VALLEY ELEMENTARY SCHOOL THROUGH COORDINATED DELIVERY OF SERVICES THROUGHOUT THE SCHOOL YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION SUPPORTED SUN VALLEY ELEMENTARY SCHOOL WHICH IS A UNIT OF THE SAN RAFAEL ELEMENTARY SCHOOL DISTRICT, A GOVERNMENTAL ENTITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION SUPPORTED SUN VALLEY ELEMENTARY SCHOOL THROUGH COORDINATED DELIVERY OF SERVICES THROUGHOUT THE SCHOOL YEAR IN FURTHERANCE OF THE SCHOOL'S EXEMPT PURPOSE, AND WAS RESPONSIVE TO THE SCHOOL THROUGH MAINTENANCE OF A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. THE ORGANIZATION'S BOARD OF DIRECTORS HAS DETERMINED IN REGULAR MEETINGS THAT THIS ENDEAVOR WAS DETERMINED TO BE SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE ORGANIZATION SUPPORTED SUN VALLEY ELEMENTARY SCHOOL THROUGH COORDINATED DELIVERY OF SERVICES THROUGHOUT THE SCHOOL YEAR. THROUGH MAINTENANCE OF A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SCHOOL, THE ORGANIZATION'S BOARD OF DIRECTORS HAS DETERMINED THAT THE ORGANIZATION IS INVOLVED IN ONLY SUCH ACTIVITIES THAT THE SUPPORTED ORGANIZATION WOUILD HAVE ENGAGED IN IF NOT FOR THE ORGANIZATION'S INVOLVEMENT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE ORGANIZATION CONSIST OF PARENTS, TEACHERS, AND OTHER COMMUNITY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE BOARD ARE ELECTED BY VOTE OF MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND BOARD DURING A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEDIA MATERIALS: PROGRAM SERVICE EXPENSES 19,784. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,784. DISASTER PREPAREDNESS/FIRST AID: PROGRAM SERVICE EXPENSES 1,370. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,370. CROSSING GUARD: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0300378
IRS990/TotalAssetsEOYAmt0276076
IRS990/TotalAssetsGrp/BOYAmt0300378
IRS990/TotalAssetsGrp/EOYAmt0276076
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0209872
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05334
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0168817
IRS990/TotalFunctionalExpensesGrp/TotalAmt0174151
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0115641
IRS990/TotalLiabilitiesEOYAmt0257
IRS990/TotalLiabilitiesGrp/BOYAmt0115641
IRS990/TotalLiabilitiesGrp/EOYAmt0257
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0184737
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0275819
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0168817
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt055361
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0265233
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0300378
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0276076
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0184737
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0275819
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt075 HAPPY LANE
IRS990/USAddress/CityNm0SAN RAFAEL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094901
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SUNVALLEYPTO.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY SWEET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04154852440
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUN VALLEY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0SUNV
ReturnHeader/Filer/EIN0421759606
ReturnHeader/Filer/PhoneNum04154852440
ReturnHeader/Filer/USAddress/AddressLine1Txt075 HAPPY LANE
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472745117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORWARD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 FOURTH STREET C353
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094901
ReturnHeader/PreparerPersonGrp/PhoneNum04153229755
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN WARD CPA
ReturnHeader/ReturnTs02017-03-14T13:28:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$276,076
Liabilities
$257
Net assets
$275,819
Revenue
$265,233
Expenses
$174,151
Net income
$91,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$0.00$4.83$3.16$2.05$1.10
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.00$3.72$3.14$4.98$1.84
2023Summary only. Only limited summary data is available for this year.$5.56$0.00$5.56$3.46$2.25$1.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$0.27$4.35$3.46$2.29$1.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.27$3.18$3.08$2.40$0.67
2020Summary only. Only limited summary data is available for this year.$2.79$0.28$2.51$2.30$2.73$0.43
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.28$2.94$3.18$3.07$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.27$2.83$2.83$2.63$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$3.19$3.32$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$2.65$1.74$0.91
2015Summary only. Only limited summary data is available for this year.$3.00$1.16$1.85$2.63$3.19$0.56
2014Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$2.94$1.56$1.37
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$2.79$2.76$0.03
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$2.47$2.15$0.32
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$2.34$2.37$0.03