Civic Intelligence

PTA John Muir Elementary School

990EZ • Fiscal year 2022 • EIN 68-0333404

Jul 01, 2021 to Jun 30, 2022 • Filed on May 11, 2023

2303 Whistler WayStockton, CA 95209

(209) 953-8106

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

14th percentile

-31%

Higher net margin than 14% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

16th percentile

-31%

Faster asset growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

1046%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$12,451

Down $5,490 (-31%) from 2021

Net Assets

Down

$12,451

Down $5,490 (-31%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$17,765

Up $16,215 (+1046%) from 2021

Expenses

Up

$23,255

Up $19,517 (+522%) from 2021

Net Income

Down

-$5,490

Down $3,302 (-151%) from 2021

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $10,725Liabilities 2012: $02012Assets 2013: $8,756Liabilities 2013: $02013Assets 2014: $8,805Net Assets 2014: $8,8052014Assets 2015: $11,287Liabilities 2015: $02015Assets 2016: $22,426Net Assets 2016: $22,4262016Assets 2017: $13,945Net Assets 2017: $13,9452017Assets 2018: $19,920Net Assets 2018: $19,9202018Assets 2019: $22,940Net Assets 2019: $22,9402019Assets 2020: $20,129Net Assets 2020: $20,1292020Assets 2021: $17,941Net Assets 2021: $17,9412021Assets 2022: $12,451Liabilities 2022: $0Net Assets 2022: $12,4512022Assets 2023: $24,518Liabilities 2023: $0Net Assets 2023: $24,5182023Assets 2024: $28,211Net Assets 2024: $28,2112024

Highlighted filing

2022

Assets$12,451
Liabilities$0
Net Assets$12,451

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $47,870Expenses 2012: $49,517Net Income 2012: -$1,6472012Revenue 2013: $47,087Expenses 2013: $45,776Net Income 2013: $1,3112013Revenue 2014: $30,509Expenses 2014: $30,460Net Income 2014: $492014Revenue 2015: $31,895Expenses 2015: $29,413Net Income 2015: $2,4822015Revenue 2016: $25,546Expenses 2016: $14,407Net Income 2016: $11,1392016Revenue 2017: $28,791Expenses 2017: $37,272Net Income 2017: -$8,4812017Revenue 2018: $32,426Expenses 2018: $26,451Net Income 2018: $5,9752018Revenue 2019: $22,956Expenses 2019: $19,936Net Income 2019: $3,0202019Revenue 2020: $16,319Expenses 2020: $19,130Net Income 2020: -$2,8112020Revenue 2021: $1,550Expenses 2021: $3,738Net Income 2021: -$2,1882021Revenue 2022: $17,765Expenses 2022: $23,255Net Income 2022: -$5,4902022Revenue 2023: $22,102Expenses 2023: $10,035Net Income 2023: $12,0672023Revenue 2024: $14,042Expenses 2024: $10,349Net Income 2024: $3,6932024

Highlighted filing

2022

Revenue$17,765
Expenses$23,255
Net Income-$5,490
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.2
Gross Receipts
$35,608
Mission and Program Overview

Mission

Enhance school environment and learning

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING FOR SCHOOL-WIDE EDUCATIONAL ENHANCEMENTS, SUCH AS STUDY TRIPS, LIBRARY AND COMPUTER LABS AND SUPPLEMENTAL SERVICES FOR OUR STUDENT BODY.$0$12,009
FUNDING FOR STUDENT INVOLVEMENT AND EDUCATION PROGRAMS AND ASSEMBLIES, SUCH AS CONSERVATION, ART PROGRAMS, RED RIBBON WEEK AND FIELD TRIPS.$0$10,392
BUILD STRONG MORALE AND TEAMWORK IN OUR LEARNING COMMUNITY BY CONTRIBUTING TO CAMPUS BEAUTIFICATION AND STAFF APPRECIATION.$0$854
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE SAHYOUNPresident-$0--
LOIS SAHYOUNSecretary-$0--
REBECCA ISBELTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$17,330$17,330-$17,330
Other$8,851$8,851$8,756$95
Total Events$34,870$34,870$17,843$17,027
Filing and Contact Details

Filer

Filer Name
John Muir Elementary School Pta
EIN
68-0333404
Phone
2099538106
Address
2303 WHISTLER WAY, STOCKTON, CA 95209

Signing Officer

Name
Debby Zulueta
Title
President
Phone
2093739001
Signed
2023-05-11
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees. Amount: 47. Description: classroom enrichment. Amount: 11,662. Description: assemblies and activities. Amount: 10,392. Description: insurance. Amount: 687. Description: taxes, licenses, & fees. Amount: 25. Description: tax preparation fees. Amount: 400. Description: office supplies. Amount: 42. Total to form 990-ez, line 16: 23,255.

Form 990-ez, Part II, Line 24 - Other Assets

Description: popcorn machine. Beg. Of year amount: 230. End of year amount: 230. Description: safe. Beg. Of year amount: 125. End of year amount: 125. Description: spirit ware clothing. Beg. Of year amount: 100. End of year amount: 100. Description: cash register. Beg. Of year amount: 290. End of year amount: 290. Description: 1 small table. Beg. Of year amount: 30. End of year amount: 30. Description: 5 large tables. Beg. Of year amount: 290. End of year amount: 290. Description: freezer. Beg. Of year amount: 285. End of year amount: 285. Description: refrigerator. Beg. Of year amount: 240. End of year amount: 240. Description: cotton candy machine. Beg. Of year amount: 337. End of year amount: 337. Description: laminator. Beg. Of year amount: 1,480. End of year amount: 1,480. Description: marquee. Beg. Of year amount: 6,730. End of year amount: 6,730.

Raw XML Appendix161 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02099538106
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02303 WHISTLER WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095209
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IRS990EZ/FiledScheduleAInd01
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IRS990EZ/FundraisingGrossIncomeAmt034870
IRS990EZ/GrossReceiptsAmt035608
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0738
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017941
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012451
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012451
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE SAHYOUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOIS SAHYOUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA ISBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010137
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010137
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023255
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE SCHOOL ENVIRONMENT AND LEARNING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDING FOR SCHOOL-WIDE EDUCATIONAL ENHANCEMENTS, SUCH AS STUDY TRIPS, LIBRARY AND COMPUTER LABS AND SUPPLEMENTAL SERVICES FOR OUR STUDENT BODY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING FOR STUDENT INVOLVEMENT AND EDUCATION PROGRAMS AND ASSEMBLIES, SUCH AS CONSERVATION, ART PROGRAMS, RED RIBBON WEEK AND FIELD TRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2BUILD STRONG MORALE AND TEAMWORK IN OUR LEARNING COMMUNITY BY CONTRIBUTING TO CAMPUS BEAUTIFICATION AND STAFF APPRECIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012009
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110392
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2854
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt017843
IRS990EZ/SpecialEventsNetIncomeLossAmt017027
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt023255
IRS990EZ/TotalRevenueAmt017765
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04326
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt04326
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0738
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01572
IRS990ScheduleA/Total509Grp/TotalAmt04326
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01063
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01572
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04326
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017843
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08851
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08689
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09087
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017843
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08756
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 47. DESCRIPTION: CLASSROOM ENRICHMENT. AMOUNT: 11,662. DESCRIPTION: ASSEMBLIES AND ACTIVITIES. AMOUNT: 10,392. DESCRIPTION: INSURANCE. AMOUNT: 687. DESCRIPTION: TAXES, LICENSES, & FEES. AMOUNT: 25. DESCRIPTION: TAX PREPARATION FEES. AMOUNT: 400. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 42. TOTAL TO FORM 990-EZ, LINE 16: 23,255.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: POPCORN MACHINE. BEG. OF YEAR AMOUNT: 230. END OF YEAR AMOUNT: 230. DESCRIPTION: SAFE. BEG. OF YEAR AMOUNT: 125. END OF YEAR AMOUNT: 125. DESCRIPTION: SPIRIT WARE CLOTHING. BEG. OF YEAR AMOUNT: 100. END OF YEAR AMOUNT: 100. DESCRIPTION: CASH REGISTER. BEG. OF YEAR AMOUNT: 290. END OF YEAR AMOUNT: 290. DESCRIPTION: 1 SMALL TABLE. BEG. OF YEAR AMOUNT: 30. END OF YEAR AMOUNT: 30. DESCRIPTION: 5 LARGE TABLES. BEG. OF YEAR AMOUNT: 290. END OF YEAR AMOUNT: 290. DESCRIPTION: FREEZER. BEG. OF YEAR AMOUNT: 285. END OF YEAR AMOUNT: 285. DESCRIPTION: REFRIGERATOR. BEG. OF YEAR AMOUNT: 240. END OF YEAR AMOUNT: 240. DESCRIPTION: COTTON CANDY MACHINE. BEG. OF YEAR AMOUNT: 337. END OF YEAR AMOUNT: 337. DESCRIPTION: LAMINATOR. BEG. OF YEAR AMOUNT: 1,480. END OF YEAR AMOUNT: 1,480. DESCRIPTION: MARQUEE. BEG. OF YEAR AMOUNT: 6,730. END OF YEAR AMOUNT: 6,730.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBY ZULUETA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02093739001
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN MUIR ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0680333404
ReturnHeader/Filer/PhoneNum02099538106
ReturnHeader/Filer/USAddress/AddressLine1Txt02303 WHISTLER WAY
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095209
ReturnHeader/ReturnTs02023-05-12T11:03:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBBY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZULUETA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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