Civic Intelligence

Joseph Sims Elementary School Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 68-0434839

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 09, 2018

3033 Buckminster DriveElk Grove, CA 95758

(916) 683-7445

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

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

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

Assets

Up

$82,835

Up $9,369 (+13%) from 2016

Net Assets

Up

$82,835

Up $9,369 (+13%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$62,827

Up $25,077 (+66%) from 2016

Expenses

Down

$53,321

Down $9,207 (-15%) from 2016

Net Income

Up

$9,506

Up $34,284 (+138%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $108,418Liabilities 2011: $02011Assets 2012: $110,666Liabilities 2012: $02012Assets 2013: $116,449Net Assets 2013: $116,4492013Assets 2014: $110,777Net Assets 2014: $110,7772014Assets 2015: $105,833Net Assets 2015: $105,8332015Assets 2016: $73,466Net Assets 2016: $73,4662016Assets 2017: $82,835Net Assets 2017: $82,8352017Assets 2018: $91,499Net Assets 2018: $91,4992018Assets 2019: $77,717Net Assets 2019: $77,7172019Assets 2020: $58,660Net Assets 2020: $58,6602020Assets 2021: $50,770Liabilities 2021: $0Net Assets 2021: $50,7702021Assets 2022: $90,132Liabilities 2022: $0Net Assets 2022: $90,1322022Assets 2023: $93,273Net Assets 2023: $93,2732023Assets 2024: $78,471Net Assets 2024: $78,4712024Assets 2025: $66,686Net Assets 2025: $66,6862025

Highlighted filing

2017

Assets$82,835
Liabilities-
Net Assets$82,835

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $76,852Expenses 2011: $67,259Net Income 2011: $9,5932011Revenue 2012: $91,968Expenses 2012: $89,720Net Income 2012: $2,2482012Revenue 2013: $94,071Expenses 2013: $88,288Net Income 2013: $5,7832013Revenue 2014: $67,659Expenses 2014: $73,331Net Income 2014: -$5,6722014Revenue 2015: $71,472Expenses 2015: $76,416Net Income 2015: -$4,9442015Revenue 2016: $37,750Expenses 2016: $62,528Net Income 2016: -$24,7782016Revenue 2017: $62,827Expenses 2017: $53,321Net Income 2017: $9,5062017Revenue 2018: $76,755Expenses 2018: $68,049Net Income 2018: $8,7062018Revenue 2019: $63,541Expenses 2019: $77,323Net Income 2019: -$13,7822019Revenue 2020: $41,523Expenses 2020: $60,355Net Income 2020: -$18,8322020Revenue 2021: $51,369Expenses 2021: $59,259Net Income 2021: -$7,8902021Revenue 2022: $87,306Expenses 2022: $47,944Net Income 2022: $39,3622022Revenue 2023: $34,417Expenses 2023: $37,836Net Income 2023: -$3,4192023Revenue 2024: $56,285Expenses 2024: $71,089Net Income 2024: -$14,8042024Revenue 2025: $51,612Expenses 2025: $63,397Net Income 2025: -$11,7852025

Highlighted filing

2017

Revenue$62,827
Expenses$53,321
Net Income$9,506
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 9, 2018
Return Version
2017v2.2
Gross Receipts
$114,985
Mission and Program Overview

Mission

The primary objective of the organization is to work together to build a home/school partnership and foster a strong community relationship.

Program Services

DescriptionGrantsExpenses
PROVIDE RESOURCES FOR TEACHERS TO BUY CLASSROOM SUPPLIES, ENHANCE STUDENT LEARNING, ALLOW STUDENTS TO ATTEND SCIENCE CAMP, AND PRIVIDE OTHER BENEFITS FOR OVER 1200 ELEMENTARY SCHOOL STUDENTS.$52,113-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA FOGGIATOCo-President-$0--
DENNIS KEARNEYCo-President-$0--
RYAN HEATHER BURKECo-Vice Pres-$0--
JARIME WILHELMCo-Vice Pres-$0--
KIMI CHOWTreasurerPT$0--
BRANDY PRATHER-PAYNECo-Secretary-$0--
SUZI STENBERGCo-Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough Fundraiser$32,427$32,427$18,478$13,949
Harvest Moon Festival$12,408$12,408$1,578$10,830
Total Events$86,732$86,732$42,576$44,156
Filing and Contact Details

Filer

Filer Name
Joseph Sims Elementary Parent
EIN
68-0434839
Phone
9166837445
Address
3033 BUCKMINSTER DRIVE, ELK GROVE, CA 95758

Signing Officer

Name
Kimi Chow
Title
Treasurer
Signed
2018-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Mcgovern Planesi & Walters Llp
Address
8890 ELK GROVE BOULEVARD, ELK GROVE, CA 95624
Preparer
Mary E Walters
Phone
9166861040
Supplemental Narrative

Additional Explanations

Other Expenses.1

INSTRUCTOR FEES $34237

Other Expenses.2

Supplies & materials $4573

Other Expenses.3

STAFF APPRECIATION $4179

Other Expenses.4

LIBRARY SUPPORT $4150

Other Expenses.5

OFFICE SUPPLIES $2694

Other Expenses.6

Discovery streaming $1600

Other Expenses.7

INSURANCE $758

Other Expenses.8

TAX & LICENSES $450

Other Expenses.9

BANK FEES $323

Other Expenses.10

MEALS & ENTER @50% $138

Other Expenses.11

ASSEMBLY $135

Other Expenses.12

National dues/donation $84

Raw XML Appendix193 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSTRUCTOR FEES $34237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLIES & MATERIALS $4573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STAFF APPRECIATION $4179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LIBRARY SUPPORT $4150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE SUPPLIES $2694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISCOVERY STREAMING $1600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE $758
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KIMI CHOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH SIMS ELEMENTARY PARENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0680434839
ReturnHeader/Filer/PhoneNum09166837445
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELK GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095624
ReturnHeader/PreparerPersonGrp/PhoneNum09166861040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY E WALTERS
ReturnHeader/ReturnTs02018-08-13T10:01:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.52$0.63$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.56$0.71$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.34$0.38$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.87$0.48$0.39
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.51$0.59$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.42$0.60$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.64$0.77$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.77$0.68$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.63$0.53$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.38$0.63$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.71$0.76$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.68$0.73$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.94$0.88$0.06
2012Summary only. Only limited summary data is available for this year.$1.11$0.00$0.92$0.90$0.02
2011Summary only. Only limited summary data is available for this year.$1.08$0.00$0.77$0.67$0.10