Civic Intelligence

Julien Elementary School PTA

990EZ • Fiscal year 2017 • EIN 77-0019350

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 16, 2018

1924 E Canal DriveTurlock, CA 95380

(209) 667-0891

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

11th percentile

-33%

Higher net margin than 11% 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

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

89th percentile

68%

Faster revenue growth than 89% of similar nonprofits.

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

Assets

Down

$27,735

Down $10,391 (-27%) from 2016

Net Assets

Down

$27,735

Down $10,391 (-27%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$31,797

Up $12,819 (+68%) from 2016

Expenses

Up

$42,188

Up $20,333 (+93%) from 2016

Net Income

Down

-$10,391

Down $7,514 (-261%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $32,196Liabilities 2012: $02012Assets 2014: $34,417Liabilities 2014: $0Net Assets 2014: $34,4172014Assets 2015: $41,003Liabilities 2015: $0Net Assets 2015: $41,0032015Assets 2016: $38,126Liabilities 2016: $0Net Assets 2016: $38,1262016Assets 2017: $27,735Liabilities 2017: $0Net Assets 2017: $27,7352017Assets 2018: $21,003Liabilities 2018: $0Net Assets 2018: $21,0032018Assets 2019: $21,229Liabilities 2019: $0Net Assets 2019: $21,2292019Assets 2020: $18,210Net Assets 2020: $18,2102020

Highlighted filing

2017

Assets$27,735
Liabilities$0
Net Assets$27,735

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $30,835Expenses 2012: $19,500Net Income 2012: $11,3352012Revenue 2014: $32,102Expenses 2014: $34,881Net Income 2014: -$2,7792014Revenue 2015: $29,545Expenses 2015: $22,959Net Income 2015: $6,5862015Revenue 2016: $18,978Expenses 2016: $21,855Net Income 2016: -$2,8772016Revenue 2017: $31,797Expenses 2017: $42,188Net Income 2017: -$10,3912017Revenue 2018: $20,217Expenses 2018: $26,949Net Income 2018: -$6,7322018Revenue 2019: $28,107Expenses 2019: $27,881Net Income 2019: $2262019Revenue 2020: $23,021Expenses 2020: $26,040Net Income 2020: -$3,0192020

Highlighted filing

2017

Revenue$31,797
Expenses$42,188
Net Income-$10,391
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 16, 2018
Return Version
2016v3.0
Gross Receipts
$71,624
Mission and Program Overview

Mission

To develop between educators and the general public efforts to secure all julien elementary school students the highest advantages in physical, mental, social, and spiritual education.

Program Services

DescriptionGrantsExpenses
TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC EFFORTS TO SECURE ALL JULIEN ELEMENTARY SCHOOL STUDENTS THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL, AND SPIRITUAL EDUCATION.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERGANN HERNANDEZPresident-$0--
KARI SMALLVice President-$0--
GOARETTE JARVISTreasurer-$0--
BRENDA TRENTHAMFinancial Secretary-$0--
LISA REBENSDORFSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
FALL FUNDRAISER; CARINVAL$39,435$39,435$24,182$15,253
SEE'S CANDY;BOOK FAIR$22,267$22,267$15,645$6,622
Total Events$61,702$61,702$39,827$21,875
Filing and Contact Details

Filer

Filer Name
Julien Elementary School Pta
EIN
77-0019350
Phone
2096670891
Address
1924 E CANAL DRIVE, TURLOCK, CA 95380

Signing Officer

Name
Goarette Jarvis
Title
Treasurer
Phone
2099682985
Signed
2018-04-16
Discuss with paid preparer
Yes

Preparer

Firm
HILLBERG & CO CPA'S
Address
415 MITCHELL ST, TURLOCK, CA 95380
Preparer
Robert Hillberg
Phone
2096672406
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 20.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: dues. Amount: 460. Description: health & welfare. Amount: 500. Description: insurance. Amount: 221. Description: gifts & prizes. Amount: 1074. Description: field trip- teaching supplies. Amount: 8450. Description: office equipment/supplies/misc. Amount: 440. Description: event expenses and related program service expenses. Amount: 30598. Total to form 990-ez, line 16: 41743.

Raw XML Appendix189 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/PrimaryExemptPurposeTxt0TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC EFFORTS TO SECURE ALL JULIEN ELEMENTARY SCHOOL STUDENTS THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL, AND SPIRITUAL EDUCATION.
IRS990EZ/ProgramServiceRevenueAmt09180
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUES. AMOUNT: 460. DESCRIPTION: HEALTH & WELFARE. AMOUNT: 500. DESCRIPTION: INSURANCE. AMOUNT: 221. DESCRIPTION: GIFTS & PRIZES. AMOUNT: 1074. DESCRIPTION: FIELD TRIP- TEACHING SUPPLIES. AMOUNT: 8450. DESCRIPTION: OFFICE EQUIPMENT/SUPPLIES/MISC. AMOUNT: 440. DESCRIPTION: EVENT EXPENSES AND RELATED PROGRAM SERVICE EXPENSES. AMOUNT: 30598. TOTAL TO FORM 990-EZ, LINE 16: 41743.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02099682985
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIEN ELEMENTARY SCHOOL PTA
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ReturnHeader/Filer/EIN0770019350
ReturnHeader/Filer/PhoneNum02096670891
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ReturnHeader/FilingSecurityInformation/IPTm019:35:37
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TURLOCK
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ReturnHeader/PreparerPersonGrp/PhoneNum02096672406
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT HILLBERG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-07T17:37:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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