Civic Intelligence

Sun Valley School PTO Inc.

990 • Fiscal year 2017 • EIN 42-1759606

Aug 01, 2016 to Jul 31, 2017 • Filed on Jun 13, 2018

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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-4.1%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-4.7%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$263,146

Down $12,930 (-4.7%) from 2016

Net Assets

Down

$263,146

Down $12,673 (-4.6%) from 2016

Liabilities

Down

$0

Down $257 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin31st percentile

Revenue

Up

$319,344

Up $54,111 (+20%) from 2016

Expenses

Up

$332,432

Up $158,281 (+91%) from 2016

Net Income

Down

-$13,088

Down $104,170 (-114%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2017

Assets$263,146
Liabilities$0
Net Assets$263,146
Open 2017 Filing

Operations Trend

Revenue Growth72nd 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

2017

Revenue$319,344
Expenses$332,432
Net Income-$13,088
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 13, 2018
Return Version
2016v3.0
Gross Receipts
$341,040
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$275,076$262,146▼ $12,930
Total Assets$276,076$263,146▼ $12,930
Other Assets Total$1,000$1,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$257$0▼ $257
Total Liabilities$257$0▼ $257
Net Assets / Fund Balance
Unrestricted Net Assets$275,819$263,146▼ $12,673
Total Net Assets Fund Balance$275,819$263,146▼ $12,673
Total Liabilities and Net Assets / Fund Balance$276,076$263,146▼ $12,930
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Kathryn a SweetPresident
Abby TruittVice President
Kristen RoathVice President
Jen WilliardSecretary
Kimberly StewartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$217,712
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$101,632
All Other Contributions
$217,712
Change in Net Assets
$-13,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$332,432
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$20,805--$20,805
All Other Expenses$18,998--$18,998
Office Expenses-$1,225-$1,225
Fees for Services Accounting-$1,075-$1,075
Insurance-$657-$657
Total Functional Expenses$329,475$2,957$0$332,432
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$123,328
Fundraising Direct Expenses$21,696
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$123,328$123,328$16,156$107,172
Total Events$123,328$123,328$21,696$101,632
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 11B

“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
Kathryn a Sweet
Title
President
Phone
4154852440
Signed
2018-06-13
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
Raw XML Appendix329 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.
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0257
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0257
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0275819
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0263146
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0329475
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0101632
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0319344
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0276076
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0263146
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0275819
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0263146
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN A SWEET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04154852440
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09F0B378ACF98A830F2F261BC590AE41F5B63B7B4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09F0B378ACF98A830F2F261BC590AE41F5B63B7B4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.36.195.88
ReturnHeader/FilingSecurityInformation/IPDt02018-06-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:18:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464804643
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/PreparationDt02018-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN WARD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-15T13:53:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$263,146
Liabilities
$0
Net assets
$263,146
Revenue
$319,344
Expenses
$332,432
Net income
-$13,088
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
2017Detailed filing. Detailed filing data is available for this year.$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