Civic Intelligence

Valley View Elementary Parent Teacher Club

990EZ • Fiscal year 2017 • EIN 68-0479193

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 20, 2017

3000 Crest DriveRocklin, CA 95765

(916) 435-4844

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

93rd percentile

58%

Higher net margin than 93% 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

92nd percentile

113%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

19th percentile

-25%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Up

$74,355

Up $39,441 (+113%) from 2016

Net Assets

Up

$74,355

Up $39,441 (+113%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$68,105

Down $23,159 (-25%) from 2016

Expenses

Down

$28,664

Down $60,318 (-68%) from 2016

Net Income

Up

$39,441

Up $37,159 (+1628%) 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 2010: $53,716Net Assets 2010: $53,7162010Assets 2011: $56,587Liabilities 2011: $02011Assets 2012: $41,484Liabilities 2012: $02012Assets 2013: $52,712Liabilities 2013: $02013Assets 2014: $37,150Net Assets 2014: $37,1502014Assets 2015: $32,632Net Assets 2015: $32,6322015Assets 2016: $34,914Net Assets 2016: $34,9142016Assets 2017: $74,355Net Assets 2017: $74,3552017Assets 2018: $95,062Net Assets 2018: $95,0622018Assets 2019: $102,058Net Assets 2019: $102,0582019Assets 2020: $106,558Net Assets 2020: $106,5582020Assets 2022: $88,803Net Assets 2022: $88,8032022Assets 2023: $109,547Net Assets 2023: $109,5472023Assets 2024: $99,497Liabilities 2024: $0Net Assets 2024: $99,4972024Assets 2025: $92,768Liabilities 2025: $0Net Assets 2025: $92,7682025

Highlighted filing

2017

Assets$74,355
Liabilities-
Net Assets$74,355

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $166,216Expenses 2010: $167,570Net Income 2010: -$1,3542010Revenue 2011: $149,728Expenses 2011: $146,857Net Income 2011: $2,8712011Revenue 2012: $113,540Expenses 2012: $128,643Net Income 2012: -$15,1032012Revenue 2013: $121,834Expenses 2013: $109,812Net Income 2013: $12,0222013Revenue 2014: $102,952Expenses 2014: $118,514Net Income 2014: -$15,5622014Revenue 2015: $94,790Expenses 2015: $99,308Net Income 2015: -$4,5182015Revenue 2016: $91,264Expenses 2016: $88,982Net Income 2016: $2,2822016Revenue 2017: $68,105Expenses 2017: $28,664Net Income 2017: $39,4412017Revenue 2018: $38,627Expenses 2018: $17,920Net Income 2018: $20,7072018Revenue 2019: $69,301Expenses 2019: $62,305Net Income 2019: $6,9962019Revenue 2020: $65,031Expenses 2020: $60,531Net Income 2020: $4,5002020Revenue 2022: $68,848Expenses 2022: $52,921Net Income 2022: $15,9272022Revenue 2023: $101,789Expenses 2023: $81,045Net Income 2023: $20,7442023Revenue 2024: $75,745Expenses 2024: $85,795Net Income 2024: -$10,0502024Revenue 2025: $86,912Expenses 2025: $93,641Net Income 2025: -$6,7292025

Highlighted filing

2017

Revenue$68,105
Expenses$28,664
Net Income$39,441
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 20, 2017
Return Version
2016v3.0
Gross Receipts
$87,158
Mission and Program Overview

Mission

SEE ATTACHED

Valley view ptc's primary purpose is to provide additional financial support to the school to cover additional programs and services not covered by school funding.

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O FOR PROGRAM SERVICE ACCOMPLISHMENTS-$46,222
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASSY HAASPresidentPT$0--
JILL HUSBANDSecretary-$0--
ALISON CHASEGeneral Treasurer-$0--
DANIELLE NEGUELOUACo-Vice President-$0--
MIEKE SCHMIDTCo-Vice President-$0--
SHARI ANDERSONPrincipal-$0--
SHEETAL PATELTeacher Treasurer-$0--
TRISHA VUPr Coodinator-$0--
PATTY SACKINSKYHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Donation Drive$23,905$23,905-$23,905
Golf Tournament$22,416$22,416-$22,416
Total Events$72,957$72,957$19,053$53,904
Filing and Contact Details

Filer

Filer Name
Valley View Elementary Parent Teacher Club
EIN
68-0479193
Phone
9164354844
Address
3000 CREST DRIVE, ROCKLIN, CA 95765

Signing Officer

Name
Alison Chase
Title
Treasurer
Phone
9164354844
Signed
2017-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Michelle E Phillips
Address
313 Judah St Ste 4, Roseville, CA 95678
Preparer
Michelle E Phillips
Phone
9167740351
Supplemental Narrative

Additional Explanations

Pt III, Line 31

Program service accomplishments:

Pt III, Line 31

Science programs - provided science program to k-6 grade students. Program included fully stocked science lab and part-time science assistant. Program enriched science experience to the student body.

Pt III, Line 31

Field trips - provided field trip funding for expenses not covered by school funding. Trips were provided for k-6 student body.

Pt III, Line 31

School and library supplies - provided classrooms and library with additional supplies such as books, tape, craft supplies, snacks, etc.

Pt III, Line 31

Program funding - provided programs such as kindergarten orientation, pe patches, dad volunteer day and father-daughter dance. Also provided school-wide teacher appreciation program. All of the programs were not covered by school funding and were available to the k-6 student body.

Form 990EZ, Part I, Line 16

General fund expenses 2287.

Form 990EZ, Part I, Line 16

Grade level specific expenses 10192.

Form 990EZ, Part I, Line 16

Science lab expenses 2104.

Form 990EZ, Part I, Line 16

SCRIP 10.

Form 990EZ, Part I, Line 16

TEACHER SUPPLIES 14071.

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALISON CHASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIELLE NEGUELOUA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIEKE SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHARI ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHEETAL PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TRISHA VU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PATTY SACKINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2GENERAL TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TEACHER TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PR COODINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028664
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0VALLEY VIEW PTC'S PRIMARY PURPOSE IS TO PROVIDE ADDITIONAL FINANCIAL SUPPORT TO THE SCHOOL TO COVER ADDITIONAL PROGRAMS AND SERVICES NOT COVERED BY SCHOOL FUNDING.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE ACCOMPLISHMENTS:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCIENCE PROGRAMS - PROVIDED SCIENCE PROGRAM TO K-6 GRADE STUDENTS. PROGRAM INCLUDED FULLY STOCKED SCIENCE LAB AND PART-TIME SCIENCE ASSISTANT. PROGRAM ENRICHED SCIENCE EXPERIENCE TO THE STUDENT BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIPS - PROVIDED FIELD TRIP FUNDING FOR EXPENSES NOT COVERED BY SCHOOL FUNDING. TRIPS WERE PROVIDED FOR K-6 STUDENT BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL AND LIBRARY SUPPLIES - PROVIDED CLASSROOMS AND LIBRARY WITH ADDITIONAL SUPPLIES SUCH AS BOOKS, TAPE, CRAFT SUPPLIES, SNACKS, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM FUNDING - PROVIDED PROGRAMS SUCH AS KINDERGARTEN ORIENTATION, PE PATCHES, DAD VOLUNTEER DAY AND FATHER-DAUGHTER DANCE. ALSO PROVIDED SCHOOL-WIDE TEACHER APPRECIATION PROGRAM. ALL OF THE PROGRAMS WERE NOT COVERED BY SCHOOL FUNDING AND WERE AVAILABLE TO THE K-6 STUDENT BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GENERAL FUND EXPENSES 2287.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GRADE LEVEL SPECIFIC EXPENSES 10192.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCIENCE LAB EXPENSES 2104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCRIP 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER SUPPLIES 14071.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt III, Line 31
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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON CHASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09164354844
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY VIEW ELEMENTARY PARENT TEACHER CLUB
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0680479193
ReturnHeader/Filer/PhoneNum09164354844
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 CREST DRIVE
ReturnHeader/Filer/USAddress/CityNm0ROCKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095765
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.113.111.154
ReturnHeader/FilingSecurityInformation/IPDt02017-12-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:58:02
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHELLE E PHILLIPS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0313 Judah St Ste 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095678
ReturnHeader/PreparerPersonGrp/PhoneNum09167740351
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE E PHILLIPS
ReturnHeader/ReturnTs02017-12-13T18:58:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.87$0.94$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.76$0.86$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.10$1.10$1.02$0.81$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.69$0.53$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.65$0.61$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.69$0.62$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.39$0.18$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.68$0.29$0.39
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.91$0.89$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.95$0.99$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.37$1.03$1.19$0.16
2013Summary only. Only limited summary data is available for this year.$0.53$0.00$1.22$1.10$0.12
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$1.14$1.29$0.15
2011Summary only. Only limited summary data is available for this year.$0.57$0.00$1.50$1.47$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.54$1.66$1.68$0.01