Civic Intelligence

Sargeant School Parent Teacher Club

990EZ • Fiscal year 2021 • EIN 68-0228208

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 10, 2021

1200 Ridgecrest WayRoseville, CA 95661

(425) 829-3459

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

10th percentile

-60%

Higher net margin than 10% 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

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

9th percentile

-74%

Faster revenue growth than 9% of similar nonprofits.

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

Assets

Down

$16,098

Down $2,807 (-15%) from 2020

Net Assets

$16,098

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$4,691

Down $13,191 (-74%) from 2020

Expenses

Down

$7,498

Down $16,492 (-69%) from 2020

Net Income

Up

-$2,807

Up $3,301 (+54%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $43,636Liabilities 2011: $02011Assets 2012: $36,566Liabilities 2012: $02012Assets 2013: $27,301Net Assets 2013: $27,3012013Assets 2014: $27,825Net Assets 2014: $27,8252014Assets 2015: $28,083Net Assets 2015: $28,0832015Assets 2016: $40,765Net Assets 2016: $40,7652016Assets 2017: $42,344Net Assets 2017: $42,3442017Assets 2020: $18,905Liabilities 2020: $02020Assets 2021: $16,098Net Assets 2021: $16,0982021Assets 2022: $29,857Net Assets 2022: $29,8572022Assets 2023: $19,321Liabilities 2023: $0Net Assets 2023: $19,3212023Assets 2024: $32,454Liabilities 2024: $0Net Assets 2024: $32,4542024Assets 2025: $37,516Liabilities 2025: $0Net Assets 2025: $37,5162025

Highlighted filing

2021

Assets$16,098
Liabilities-
Net Assets$16,098

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $32,557Expenses 2011: $23,856Net Income 2011: $8,7012011Revenue 2012: $35,172Expenses 2012: $42,242Net Income 2012: -$7,0702012Revenue 2013: $34,362Expenses 2013: $43,627Net Income 2013: -$9,2652013Revenue 2014: $43,523Expenses 2014: $42,999Net Income 2014: $5242014Revenue 2015: $35,963Expenses 2015: $35,705Net Income 2015: $2582015Revenue 2016: $48,625Expenses 2016: $35,943Net Income 2016: $12,6822016Revenue 2017: $46,988Expenses 2017: $45,409Net Income 2017: $1,5792017Revenue 2020: $17,882Expenses 2020: $23,990Net Income 2020: -$6,1082020Revenue 2021: $4,691Expenses 2021: $7,498Net Income 2021: -$2,8072021Revenue 2022: $27,380Expenses 2022: $13,621Net Income 2022: $13,7592022Revenue 2023: $8,343Expenses 2023: $18,879Net Income 2023: -$10,5362023Revenue 2024: $33,825Expenses 2024: $20,692Net Income 2024: $13,1332024Revenue 2025: $28,375Expenses 2025: $23,313Net Income 2025: $5,0622025

Highlighted filing

2021

Revenue$4,691
Expenses$7,498
Net Income-$2,807
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 10, 2021
Return Version
2020v4.0
Gross Receipts
$5,707
Mission and Program Overview

Mission

Enrichment and enhancement of elementary school education

Provide Support for Public School

Program Services

DescriptionGrantsExpenses
Equipment, books, computers, educational materials, school equipment, etc.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsey OlsenPresident-$0--
Desiree HesselVP Membership-$0--
Holly CutbertsonVP Of Comms-$0--
Michelle ClarkSecretary-$0--
Christine OakesTreasurer-$0--
Julie MurdaughAdmin Rep-$0--
Filing and Contact Details

Filer

Filer Name
Sargeant School PTC
EIN
68-0228208
Phone
4258293459
Address
1200 Ridgecrest Way, Roseville, CA 95661

Signing Officer

Name
Christine Oakes
Title
Treasurer
Signed
2021-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Katie J Nuss Tax Preparer
Address
200 Skeena Court, Roseville, CA 95747
Preparer
Katie Nuss EA
Phone
9167916686
Supplemental Narrative

Additional Explanations

Other Expenses.1

Teacher Grants $3284

Other Expenses.2

School Requests $1004

Other Expenses.3

Staff Appreciation $921

Other Expenses.4

Admin Fees $518

Other Expenses.5

Professional Fees $485

Other Expenses.6

Principal Fund $477

Other Expenses.7

PTC Appreciation Luncheon $440

Other Expenses.8

Website $154

Other Expenses.9

Welcome Back Brunch $90

Other Expenses.10

Teachers Who Make a Diff $65

Other Expenses.11

Liability Insurance $50

Other Expenses.12

Taxes $10

Raw XML Appendix162 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/PersonNm0Christine Oakes
IRS990EZ/BooksInCareOfDetail/PhoneNum04258293459
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 Ridgecrest Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Roseville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095661
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018905
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016098
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2807
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018905
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016098
IRS990EZ/FundraisingGrossIncomeAmt05707
IRS990EZ/GrossReceiptsAmt05707
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018905
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016098
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018905
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016098
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lindsey Olsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Desiree Hessel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Holly Cutbertson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Christine Oakes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Julie Murdaugh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Comms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Admin Rep
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07498
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide Support for Public School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Equipment, books, computers, educational materials, school equipment, etc.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt01016
IRS990EZ/SpecialEventsNetIncomeLossAmt04691
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07498
IRS990EZ/TotalRevenueAmt04691
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher Grants $3284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Requests $1004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Appreciation $921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Admin Fees $518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Professional Fees $485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Principal Fund $477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTC Appreciation Luncheon $440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Website $154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Welcome Back Brunch $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Teachers Who Make a Diff $65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Liability Insurance $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Taxes $10
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
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/PersonNm0Christine Oakes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sargeant School PTC
ReturnHeader/Filer/BusinessNameControlTxt0SARG
ReturnHeader/Filer/EIN0680228208
ReturnHeader/Filer/PhoneNum04258293459
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 Ridgecrest Way
ReturnHeader/Filer/USAddress/CityNm0Roseville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Katie J Nuss Tax Preparer
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 Skeena Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095747
ReturnHeader/PreparerPersonGrp/PhoneNum09167916686
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katie Nuss EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-17T11:41:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Christine
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Oakes
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.5$0.00$37.5$28.4$23.3$5.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.5$0.00$32.5$33.8$20.7$13.1
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$0.00$19.3$8.34$18.9$10.5
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$29.9$27.4$13.6$13.8
2021Detailed filing. Detailed filing data is available for this year.$16.1$16.1$4.69$7.50$2.81
2020Summary only. Only limited summary data is available for this year.$18.9$0.00$17.9$24.0$6.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.3$42.3$47.0$45.4$1.58
2016Detailed filing. Detailed filing data is available for this year.$40.8$40.8$48.6$35.9$12.7
2015Detailed filing. Detailed filing data is available for this year.$28.1$28.1$36.0$35.7$0.26
2014Detailed filing. Detailed filing data is available for this year.$27.8$27.8$43.5$43.0$0.52
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$27.3$34.4$43.6$9.27
2012Summary only. Only limited summary data is available for this year.$36.6$0.00$35.2$42.2$7.07
2011Summary only. Only limited summary data is available for this year.$43.6$0.00$32.6$23.9$8.70