Civic Intelligence

H Clarke Powers Elementary School Parent Teacher Club Inc.

990 • Fiscal year 2015 • EIN 68-0458690

Aug 01, 2014 to Jul 31, 2015 • Filed on Sep 25, 2015

3296 Humphrey RoadLoomis, CA 95650

(916) 652-9631

Siviq Scores

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

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.06x

Higher debt load relative to revenue than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

86%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

32nd percentile

-7.5%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$75,089

Down $6,090 (-7.5%) from 2014

Net Assets

Down

$72,887

Down $3,921 (-5.1%) from 2014

Liabilities

Down

$2,202

Down $2,169 (-50%) from 2014

Revenue

Up

$35,533

Up $3,276 (+10%) from 2014

Expenses

Up

$5,097

Up $2,532 (+99%) from 2014

Net Income

Up

$30,436

Up $744 (+2.5%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $81,858Liabilities 2012: $0Net Assets 2012: $81,8582012Assets 2013: $81,858Liabilities 2013: $0Net Assets 2013: $81,8582013Assets 2014: $81,179Liabilities 2014: $4,371Net Assets 2014: $76,8082014Assets 2015: $75,089Liabilities 2015: $2,202Net Assets 2015: $72,8872015Assets 2016: $94,369Liabilities 2016: $2,278Net Assets 2016: $92,0912016Assets 2017: $111,907Liabilities 2017: $19,816Net Assets 2017: $92,0912017Assets 2018: $94,297Liabilities 2018: $17,634Net Assets 2018: $76,6632018Assets 2019: $74,356Liabilities 2019: $15,799Net Assets 2019: $58,5572019Assets 2020: $72,538Liabilities 2020: $38,060Net Assets 2020: $34,4782020Assets 2021: $108,066Liabilities 2021: $34,129Net Assets 2021: $73,9372021Assets 2022: $133,455Liabilities 2022: $41,297Net Assets 2022: $92,1582022Assets 2023: $144,237Liabilities 2023: $70,762Net Assets 2023: $73,4752023Assets 2024: $174,133Liabilities 2024: $0Net Assets 2024: $174,1332024Assets 2025: $193,777Net Assets 2025: $193,7772025

Highlighted filing

2015

Assets$75,089
Liabilities$2,202
Net Assets$72,887

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2012: $29,982Expenses 2012: $2,172Net Income 2012: $27,8102012Revenue 2013: $22,354Expenses 2013: $1,634Net Income 2013: $20,7202013Revenue 2014: $32,257Expenses 2014: $2,565Net Income 2014: $29,6922014Revenue 2015: $35,533Expenses 2015: $5,097Net Income 2015: $30,4362015Revenue 2016: $42,329Expenses 2016: $4,647Net Income 2016: $37,6822016Revenue 2017: $35,844Expenses 2017: $2,659Net Income 2017: $33,1852017Revenue 2018: $22,753Expenses 2018: $2,571Net Income 2018: $20,1822018Revenue 2019: $27,989Expenses 2019: $3,854Net Income 2019: $24,1352019Revenue 2020: $13,727Expenses 2020: $5,338Net Income 2020: $8,3892020Revenue 2021: $27,561Expenses 2021: $3,341Net Income 2021: $24,2202021Revenue 2022: $101,812Expenses 2022: $73,217Net Income 2022: $28,5952022Revenue 2023: $146,049Expenses 2023: $77,971Net Income 2023: $68,0782023Revenue 2024: $159,053Expenses 2024: $106,912Net Income 2024: $52,1412024Revenue 2025: $78,897Expenses 2025: $59,253Net Income 2025: $19,6442025

Highlighted filing

2015

Revenue$35,533
Expenses$5,097
Net Income$30,436
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Sep 25, 2015
Return Version
2014v5.0
Gross Receipts
$49,452
Mission and Program Overview

Mission

Provide funds for field trips, assembly programs, additional classroom supplies for teachers and principal's programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$81,179$75,089▼ $6,090
Rtn Earn Endowment Incm Other Fnds$76,808$72,887▼ $3,921
Total Assets$81,179$75,089▼ $6,090
Liabilities
Accounts Payable and Accrued Expenses$4,371$2,202▼ $2,169
Total Liabilities$4,371$2,202▼ $2,169
Net Assets / Fund Balance
Total Net Assets Fund Balance$76,808$72,887▼ $3,921
Total Liabilities and Net Assets / Fund Balance$81,179$75,089▼ $6,090
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy PetersonPresident
Glenn LockwoodCo-VP
Laurel KreinCo-VP
Michelle AccariaSecretary
Terri MartinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,233
Program Service Revenue
$5,056
Investment Income
$52
Other Revenue
$29,192
All Other Contributions
$42
Change in Net Assets
$30,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,097
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$3,294--$3,294
Fees for Services Other$1,513--$1,513
Fees for Services Accounting$290--$290
Total Functional Expenses$5,097$0$0$5,097
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,111
Fundraising Direct Expenses$13,919
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$10,644$10,644-$10,644
Butter Braid Sa$7,324$7,324$4,260$3,064
Total Events$24,948$24,948$8,804$16,144
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
H Clarke Powers Elementary School
EIN
68-0458690
Phone
9166529631
Address
3296 HUMPHREY ROAD, LOOMIS, CA 95650

Signing Officer

Name
Amy Peterson
Title
Treasurer
Phone
9166529631
Signed
2015-09-25

Organization Details

Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Gtr Tax Planning & Preparation
Address
6225 S WALNUT ST STE C, LOOMIS, CA 95650-8027
Preparer
Grant Thomas Rose
Phone
9168477462
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Provide funds for field trips, assembly programs, additional classroom supplies for teachers and principal's programs.

Form 990, Part IX, Line 11G

Back to school bbq 497 0 0 bank fees 103 0 0 insurance 50 0 0 movie licensing 394 0 0 pay pal fees (memberships) 4 0 0 paypal fees 142 0 0 paypal fees (memberships) 8 0 0 returned checks 148 0 0 service fee 12 0 0 supplies 155 0 0

Form 990, Part XI, Line 9

Funds used to better the education experience 34,357

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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/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BACK TO SCHOOL BBQ 497 0 0 BANK FEES 103 0 0 INSURANCE 50 0 0 MOVIE LICENSING 394 0 0 PAY PAL FEES (MEMBERSHIPS) 4 0 0 PAYPAL FEES 142 0 0 PAYPAL FEES (MEMBERSHIPS) 8 0 0 RETURNED CHECKS 148 0 0 SERVICE FEE 12 0 0 SUPPLIES 155 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDS USED TO BETTER THE EDUCATION EXPERIENCE 34,357
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ReturnHeader/Filer/USAddress/AddressLine1Txt03296 HUMPHREY ROAD
ReturnHeader/Filer/USAddress/CityNm0LOOMIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095650
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471649072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GTR TAX PLANNING & PREPARATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06225 S WALNUT ST STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOOMIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956508027
ReturnHeader/PreparerPersonGrp/PhoneNum09168477462
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT THOMAS ROSE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-09-30T13:32:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.79$0.59$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$1.59$1.07$0.52
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.71$0.73$1.46$0.78$0.68
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.41$0.92$1.02$0.73$0.29
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.34$0.74$0.28$0.03$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.38$0.34$0.14$0.05$0.08
2019Summary only. Only limited summary data is available for this year.$0.74$0.16$0.59$0.28$0.04$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.18$0.77$0.23$0.03$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.20$0.92$0.36$0.03$0.33
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.02$0.92$0.42$0.05$0.38
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.02$0.73$0.36$0.05$0.30
2014Summary only. Only limited summary data is available for this year.$0.81$0.04$0.77$0.32$0.03$0.30
2013Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.22$0.02$0.21
2012Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.30$0.02$0.28