Civic Intelligence

Silva Valley School PTA

990EZ • Fiscal year 2023 • EIN 68-0270844

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 07, 2023

Organization Profilewww.svpta.com
3001 Golden Eagle WayEl Dorado Hills, CA 95762

(916) 933-3767

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

22nd percentile

-17%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

14th percentile

-37%

Faster asset growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$23,615

Down $14,010 (-37%) from 2022

Net Assets

Down

$23,615

Down $14,010 (-37%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin22nd percentile

Revenue

Down

$84,547

Down $23,040 (-21%) from 2022

Expenses

Down

$98,557

Down $17,702 (-15%) from 2022

Net Income

Down

-$14,010

Down $5,338 (-62%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$100K$50K$0Assets 2011: $29,437Liabilities 2011: $02011Assets 2012: $39,345Liabilities 2012: $02012Assets 2013: $28,517Liabilities 2013: $02013Assets 2014: $49,106Liabilities 2014: $02014Assets 2015: $92,470Net Assets 2015: $92,4702015Assets 2016: $63,649Net Assets 2016: $63,6492016Assets 2017: $60,185Liabilities 2017: $0Net Assets 2017: $60,1852017Assets 2018: $54,116Liabilities 2018: $0Net Assets 2018: $54,1162018Assets 2019: $23,463Net Assets 2019: $23,4632019Assets 2020: $56,517Liabilities 2020: $0Net Assets 2020: $56,5172020Assets 2021: $46,297Liabilities 2021: $0Net Assets 2021: $46,2972021Assets 2022: $37,625Liabilities 2022: $0Net Assets 2022: $37,6252022Assets 2023: $23,615Liabilities 2023: $0Net Assets 2023: $23,6152023Assets 2024: $30,999Liabilities 2024: $0Net Assets 2024: $30,9992024Assets 2025: $22,844Net Assets 2025: $22,8442025

Highlighted filing

2023

Assets$23,615
Liabilities$0
Net Assets$23,615
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

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

$200K$100K$0-$100KRevenue 2011: $54,499Expenses 2011: $93,222Net Income 2011: -$38,7232011Revenue 2012: $59,993Expenses 2012: $50,085Net Income 2012: $9,9082012Revenue 2013: $57,757Expenses 2013: $68,585Net Income 2013: -$10,8282013Revenue 2014: $67,192Expenses 2014: $46,603Net Income 2014: $20,5892014Revenue 2015: $75,108Expenses 2015: $31,744Net Income 2015: $43,3642015Revenue 2016: $77,175Expenses 2016: $76,407Net Income 2016: $7682016Revenue 2017: $3,020Expenses 2017: $3,870Net Income 2017: -$8502017Revenue 2018: $48,805Expenses 2018: $54,874Net Income 2018: -$6,0692018Revenue 2019: $27,455Expenses 2019: $86,926Net Income 2019: -$59,4712019Revenue 2020: $145,138Expenses 2020: $115,232Net Income 2020: $29,9062020Revenue 2021: $45,327Expenses 2021: $55,785Net Income 2021: -$10,4582021Revenue 2022: $107,587Expenses 2022: $116,259Net Income 2022: -$8,6722022Revenue 2023: $84,547Expenses 2023: $98,557Net Income 2023: -$14,0102023Revenue 2024: $169,883Expenses 2024: $162,555Net Income 2024: $7,3282024Revenue 2025: $177,810Expenses 2025: $177,810Net Income 2025: $02025

Highlighted filing

2023

Revenue$84,547
Expenses$98,557
Net Income-$14,010
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$84,547
Mission and Program Overview

Mission

To provide organizational and financial support for the staff, students and parents of Silva Valley Elementary School and to foster a close relationship between home, students and departmental faculty through parental involvement.

PTA work with Silva Valley School

Program Services

DescriptionGrantsExpenses
Provide classroom activities, field trip costs and general teacher and student program support for approximately 600 elementary school students.-$77,795
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan Montes De OcaPresident-$0--
Shelley VolpondestaVice President-$0--
Krissie HutchinsSecretary-$0--
David RossTreasurer-$0--
Piper YorkParliamentarian-$0--
Kristy RedpathHistorian-$0--
Filing and Contact Details

Filer

Filer Name
Silva Valley School PTA
EIN
68-0270844
Address
3001 Golden Eagle Way, El Dorado Hills, CA 95762

Signing Officer

Name
Terese Matchim
Title
Treasurer
Phone
9169333767
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Telesis Tax & Financial
Address
1011 Camino Del Rio S Ste 530, San Diego, CA 92108
Preparer
Thomas E Boles MBA EA
Phone
6192606040
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDirect Classroom Support 6,600Spirit Wear 1,480a/o Program Expenses 77,795Library 12,682”

Raw XML Appendix159 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/PersonNm0Piper York
IRS990EZ/BooksInCareOfDetail/PhoneNum09169333767
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03001 Golden Eagle Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0El Dorado Hills
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095762
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037625
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023615
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt084547
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14010
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037625
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023615
IRS990EZ/GrossReceiptsAmt084547
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037625
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023615
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037625
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023615
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Megan Montes De Oca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Shelley Volpondesta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Krissie Hutchins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Ross
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Piper York
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kristy Redpath
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt098557
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA work with Silva Valley School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide classroom activities, field trip costs and general teacher and student program support for approximately 600 elementary school students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt077795
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098557
IRS990EZ/TotalProgramServiceExpensesAmt077795
IRS990EZ/TotalRevenueAmt084547
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.svpta.com
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0680270844
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Silva Valley School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDirect Classroom Support 6,600Spirit Wear 1,480a/o Program Expenses 77,795Library 12,682
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Terese Matchim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09169333767
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Silva Valley School PTA
ReturnHeader/Filer/BusinessNameControlTxt0SILV
ReturnHeader/Filer/EIN0680270844
ReturnHeader/Filer/USAddress/AddressLine1Txt03001 Golden Eagle Way
ReturnHeader/Filer/USAddress/CityNm0El Dorado Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095762
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330411374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Telesis Tax & Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01011 Camino Del Rio S Ste 530
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192606040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas E Boles MBA EA
ReturnHeader/ReturnTs02023-11-08T10:15:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Terese
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Matchim
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,615
Liabilities
$0
Net assets
$23,615
Revenue
$84,547
Expenses
$98,557
Net income
-$14,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.23$0.23$1.78$1.78$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.70$1.63$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.85$0.99$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.08$1.16$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.45$0.56$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.45$1.15$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.27$0.87$0.59
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.49$0.55$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.03$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.77$0.76$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.75$0.32$0.43
2014Summary only. Only limited summary data is available for this year.$0.49$0.00$0.67$0.47$0.21
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.58$0.69$0.11
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$0.60$0.50$0.10
2011Summary only. Only limited summary data is available for this year.$0.29$0.00$0.54$0.93$0.39