Civic Intelligence

Joseph Sims Elementary School Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 68-0434839

Jan 01, 2023 to Jun 30, 2023 • Filed on Sep 09, 2024

3033 Buckminster DrElk 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

27th percentile

-9.9%

Higher net margin than 27% 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

55th percentile

3.5%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

8th percentile

-61%

Faster revenue growth than 8% of similar nonprofits.

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

Assets

Up

$93,273

Up $3,141 (+3.5%) from 2022

Net Assets

Up

$93,273

Up $3,141 (+3.5%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$34,417

Down $52,889 (-61%) from 2022

Expenses

Down

$37,836

Down $10,108 (-21%) from 2022

Net Income

Down

-$3,419

Down $42,781 (-109%) from 2022

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

2023

Assets$93,273
Liabilities-
Net Assets$93,273

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

2023

Revenue$34,417
Expenses$37,836
Net Income-$3,419
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Jun 30, 2023
Signed
Sep 9, 2024
Return Version
2023v5.1
Gross Receipts
$55,593
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.

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
Fund the Visual and Performing Arts Program for the schoolProvide classroom and school resourcesEnhance student learning and school moral.$0$36,790
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erica SchroepferPresident-$0--
Brandy Prather-PayneVice President-$0--
Melanie TsukamotoCo-Secretary-$0--
Melissa WomackCo-Secretary-$0--
Lisa FoggiatoTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$38,406$38,406$18,273$20,133
Total Events$38,406$38,406$18,273$20,133
Filing and Contact Details

Filer

Filer Name
Joseph Sims Elementary School PTO
EIN
68-0434839
Phone
9166837445
Address
3033 Buckminster Dr, Elk Grove, CA 95758

Signing Officer

Name
Natalie McNair
Title
Treasurer
Phone
9166837445
Signed
2024-09-09

Preparer

Firm
Sheron Morris
Address
9 ALCALA CT, SACRAMENTO, CA 95823
Preparer
Sheron B Morris
Phone
9167159003
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Important Papers Folders 896.

Form 990EZ, Part I, Line 16

Riso Lease and Toner 916.

Form 990EZ, Part I, Line 16

Staff Appreciation 2210.

Form 990EZ, Part I, Line 16

Science Camp 1143.

Form 990EZ, Part I, Line 16

Business Expenses 277.

Form 990EZ, Part I, Line 16

Insurance 320.

Form 990EZ, Part I, Line 16

Office Supplies 449.

Form 990EZ, Part I, Line 16

Friday Morning Assembly 108.

Form 990EZ, Part I, Line 16

National Junior Honor Society 96.

Form 990EZ, Part I, Line 16

PBIS Awards 510.

Form 990EZ, Part I, Line 16

Volunteer Appreciation 234.

Form 990EZ, Part I, Line 16

VAPA 30677.

Raw XML Appendix175 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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IRS990EZ/BooksInCareOfDetail/PhoneNum09166837445
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Elk Grove
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095758
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Erica Schroepfer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brandy Prather-Payne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melanie Tsukamoto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa Womack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lisa Foggiato
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037836
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038406
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038406
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020133
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018273
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Important Papers Folders 896.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Riso Lease and Toner 916.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Appreciation 2210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Science Camp 1143.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Business Expenses 277.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Office Supplies 449.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Friday Morning Assembly 108.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8National Junior Honor Society 96.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PBIS Awards 510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Volunteer Appreciation 234.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11VAPA 30677.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Natalie McNair
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09166837445
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph Sims Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0680434839
ReturnHeader/Filer/PhoneNum09166837445
ReturnHeader/Filer/USAddress/AddressLine1Txt03033 Buckminster Dr
ReturnHeader/Filer/USAddress/CityNm0Elk Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095758
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHERON MORRIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 ALCALA CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095823
ReturnHeader/PreparerPersonGrp/PhoneNum09167159003
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sheron B Morris
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-20T09:29:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02023

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