Civic Intelligence

Oak Chan Elementary Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 68-0363720

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 22, 2017

Organization ProfileN/A
101 Prewett DriveFolsom, CA 95630

(916) 985-2975

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 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

94th percentile

60%

Higher net margin than 94% 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

81st percentile

40%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$64,433

Up $18,277 (+40%) from 2016

Net Assets

Up

$64,433

Up $18,277 (+40%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Up

$30,619

Up $4,971 (+19%) from 2016

Expenses

Down

$12,342

Down $16,646 (-57%) from 2016

Net Income

Up

$18,277

Up $21,617 (+647%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$80K$60K$40K$20K$0Assets 2012: $59,566Liabilities 2012: $02012Assets 2013: $78,003Liabilities 2013: $02013Assets 2014: $48,422Liabilities 2014: $02014Assets 2015: $49,496Liabilities 2015: $02015Assets 2016: $46,156Net Assets 2016: $46,1562016Assets 2017: $64,433Net Assets 2017: $64,4332017Assets 2018: $76,980Net Assets 2018: $76,9802018Assets 2019: $77,718Liabilities 2019: $02019Assets 2021: $53,217Liabilities 2021: $0Net Assets 2021: $53,2172021Assets 2022: $75,457Liabilities 2022: $0Net Assets 2022: $75,4572022Assets 2023: $49,990Liabilities 2023: $0Net Assets 2023: $49,9902023Assets 2024: $69,046Liabilities 2024: $0Net Assets 2024: $69,0462024Assets 2025: $63,146Liabilities 2025: $0Net Assets 2025: $63,1462025

Highlighted filing

2017

Assets$64,433
Liabilities-
Net Assets$64,433
Open 2017 Filing

Operations Trend

Revenue Growth72nd percentile

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

$100K$50K$0-$50KRevenue 2012: $30,711Expenses 2012: $11,814Net Income 2012: $18,8972012Revenue 2013: $39,372Expenses 2013: $41,569Net Income 2013: -$2,1972013Revenue 2014: $21,904Expenses 2014: $25,147Net Income 2014: -$3,2432014Revenue 2015: $44,101Expenses 2015: $43,027Net Income 2015: $1,0742015Revenue 2016: $25,648Expenses 2016: $28,988Net Income 2016: -$3,3402016Revenue 2017: $30,619Expenses 2017: $12,342Net Income 2017: $18,2772017Revenue 2018: $24,596Expenses 2018: $12,049Net Income 2018: $12,5472018Revenue 2019: $8,245Expenses 2019: $7,507Net Income 2019: $7382019Revenue 2021: $11,128Expenses 2021: $4,141Net Income 2021: $6,9872021Revenue 2022: $52,913Expenses 2022: $30,000Net Income 2022: $22,9132022Revenue 2023: $36,690Expenses 2023: $62,157Net Income 2023: -$25,4672023Revenue 2024: $76,804Expenses 2024: $57,748Net Income 2024: $19,0562024Revenue 2025: $59,844Expenses 2025: $65,744Net Income 2025: -$5,9002025

Highlighted filing

2017

Revenue$30,619
Expenses$12,342
Net Income$18,277
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 22, 2017
Return Version
2016v3.0
Gross Receipts
$120,744
Mission and Program Overview

Mission

Elementary school parent/teacher association - community service

Program Services

DescriptionGrantsExpenses
PROMOTED TEACHER/PARENT INTERACTION TO IMPROVE CHILD EDUCATION$12,344-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GINGER SACKMANNPresident-$0--
SUWANNA LUISTreasurer-$0--
MARY WEISVice Preside-$0--
CAROLINE HALLORANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Support Events$120,744$120,744$90,125$30,619
Total Events$120,744$120,744$90,125$30,619
Filing and Contact Details

Filer

Filer Name
Oak Chan Elementary School Pto
EIN
68-0363720
Phone
9169852975
Address
101 PREWETT DRIVE, FOLSOM, CA 95630

Signing Officer

Name
Suwanna Luis
Title
Treasurer
Signed
2017-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Hedrick Stodghill LLP
Address
502 Natoma Street, Folsom, CA 95630
Preparer
Aubrey E Stodghill CPA MBT
Phone
9169852975
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2515”

Other Expenses.1012

“Insurance $350”

Other Expenses.1

“Classroom enrichment $4850”

Other Expenses.2

“HOSPITALITY $3725”

Other Expenses.3

“School improvements $1323”

Other Expenses.4

“TAXES & LICENSES $446”

Other Expenses.5

“BANK CHARGES $270”

Other Expenses.6

“MISC. $-1517”

Raw XML Appendix155 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LISA SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum08052844082
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 PREWETT DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOLSOM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046156
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018277
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0380
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0120744
IRS990EZ/GrossReceiptsAmt0120744
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046156
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064433
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046156
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064433
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GINGER SACKMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUWANNA LUIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY WEIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROLINE HALLORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011962
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY SCHOOL PARENT/TEACHER ASSOCIATION - COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTED TEACHER/PARENT INTERACTION TO IMPROVE CHILD EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012344
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt090125
IRS990EZ/SpecialEventsNetIncomeLossAmt030619
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012342
IRS990EZ/TotalProgramServiceExpensesAmt012344
IRS990EZ/TotalRevenueAmt030619
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01502
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01502
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01398
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01398
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01398
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01398
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01502
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01502
IRS990ScheduleA/Total509Grp/TotalAmt01502
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01398
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01502
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02900
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt090125
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL SUPPORT EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0120744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0120744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0120744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0120744
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030619
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt090125
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt090125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM ENRICHMENT $4850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY $3725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL IMPROVEMENTS $1323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAXES & LICENSES $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISC. $-1517
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUWANNA LUIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK CHAN ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKC
ReturnHeader/Filer/EIN0680363720
ReturnHeader/Filer/PhoneNum09169852975
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 PREWETT DRIVE
ReturnHeader/Filer/USAddress/CityNm0FOLSOM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hedrick Stodghill LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0502 Natoma Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Folsom
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095630
ReturnHeader/PreparerPersonGrp/PhoneNum09169852975
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aubrey E Stodghill CPA MBT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-31T13:47:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$64,433
Liabilities
-
Net assets
$64,433
Revenue
$30,619
Expenses
$12,342
Net income
$18,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$63.1$0.00$63.1$59.8$65.7$5.90
2024Detailed filing. Detailed filing data is available for this year.$69.0$0.00$69.0$76.8$57.7$19.1
2023Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$36.7$62.2$25.5
2022Detailed filing. Detailed filing data is available for this year.$75.5$0.00$75.5$52.9$30.0$22.9
2021Detailed filing. Detailed filing data is available for this year.$53.2$0.00$53.2$11.1$4.14$6.99
2019Summary only. Only limited summary data is available for this year.$77.7$0.00$8.25$7.51$0.74
2018Detailed filing. Detailed filing data is available for this year.$77.0$77.0$24.6$12.0$12.5
2017Detailed filing. Detailed filing data is available for this year.$64.4$64.4$30.6$12.3$18.3
2016Detailed filing. Detailed filing data is available for this year.$46.2$46.2$25.6$29.0$3.34
2015Summary only. Only limited summary data is available for this year.$49.5$0.00$44.1$43.0$1.07
2014Summary only. Only limited summary data is available for this year.$48.4$0.00$21.9$25.1$3.24
2013Summary only. Only limited summary data is available for this year.$78.0$0.00$39.4$41.6$2.20
2012Summary only. Only limited summary data is available for this year.$59.6$0.00$30.7$11.8$18.9