Civic Intelligence

Sierra View Elementary PTO

990EZ • Fiscal year 2019 • EIN 83-0576802

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 2019

Organization ProfileN/A
1598 Hooker Oak AvenueChico, CA 95926

(530) 891-3117

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$10,948

No earlier filing loaded for comparison.

Net Assets

$10,948

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

$25,956

No earlier filing loaded for comparison.

Expenses

$15,008

No earlier filing loaded for comparison.

Net Income

$10,948

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2019: $10,948Net Assets 2019: $10,9482019Assets 2020: $43,216Net Assets 2020: $43,2162020Assets 2021: $10,563Net Assets 2021: $10,5632021Assets 2022: $28,672Net Assets 2022: $28,6722022Assets 2023: $30,977Net Assets 2023: $30,9772023Assets 2024: $39,906Net Assets 2024: $39,9062024Assets 2025: $39,551Net Assets 2025: $39,5512025

Highlighted filing

2019

Assets$10,948
Liabilities-
Net Assets$10,948
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2019: $25,956Expenses 2019: $15,008Net Income 2019: $10,9482019Revenue 2020: $74,183Expenses 2020: $41,915Net Income 2020: $32,2682020Revenue 2021: $6,631Expenses 2021: $39,284Net Income 2021: -$32,6532021Revenue 2022: $67,503Expenses 2022: $49,394Net Income 2022: $18,1092022Revenue 2023: $67,361Expenses 2023: $65,056Net Income 2023: $2,3052023Revenue 2024: $68,505Expenses 2024: $59,576Net Income 2024: $8,9292024Revenue 2025: $69,351Expenses 2025: $69,706Net Income 2025: -$3552025

Highlighted filing

2019

Revenue$25,956
Expenses$15,008
Net Income$10,948
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$32,380
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, community, and place of worship. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To help bridge the gap in funding projects and upgrades for the school.

Program Services

DescriptionGrantsExpenses
Costs associated with parent/teacher/student events such as science fairs, carnivals, t-shirt sales, and reading programs and membership drive.$8,668-
Books, teacher and curriculum supplies.$6,336-
Campus beautification and playground equipment.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather KellerAsst Treasurer-$0--
Angie Martin2nd Vice Presid-$0--
Jeff KozakParliamentarian-$0--
Kelli Brady1st Vice Pres-$0--
Mallory BodneySecretary-$0--
Melissa KozakTreasurer-$0--
Jessica PeckPresident-$0--
Justin IngersollCorres. Secrtry-$0--
Nicole DavisAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$17,626$17,626-$17,626
Book Fair$6,415$6,415$6,424$-9
Total Events$24,041$24,041$6,424$17,617
Filing and Contact Details

Filer

Filer Name
Sierra View Elementary PTO
EIN
83-0576802
Phone
5308913117
Address
1598 Hooker Oak Avenue, Chico, CA 95926

Signing Officer

Name
Melissa Kozak
Title
Treasurer
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Merrell Irwin & Associates
Address
3120 Cohasset Rd Suite 8, Chico, CA 95973-0978
Preparer
Jennifer Merrell CPA
Phone
5308938761
Supplemental Narrative

Additional Explanations

Other Expenses.1

“School Supplies $6336”

Other Expenses.2

“Spirit Events $4904”

Other Expenses.3

“Program Expenses $2251”

Other Expenses.4

“School Assemblies $1103”

Other Expenses.5

“Student Store $250”

Other Expenses.6

“Technology $160”

Other Expenses.7

“Administration $4”

Raw XML Appendix176 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/USAddress/CityNm0Chico
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095928
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Keller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angie Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jeff Kozak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kelli Brady
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mallory Bodney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Melissa Kozak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jessica Peck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Justin Ingersoll
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Nicole Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Asst Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12nd Vice Presid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31st Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Corres. Secrtry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Auditor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015008
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt07043
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Costs associated with parent/teacher/student events such as science fairs, carnivals, t-shirt sales, and reading programs and membership drive.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Books, teacher and curriculum supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08668
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16336
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06424
IRS990EZ/SpecialEventsNetIncomeLossAmt017617
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015008
IRS990EZ/TotalProgramServiceExpensesAmt015004
IRS990EZ/TotalRevenueAmt025956
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01296
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt031084
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt032380
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032380
IRS990ScheduleA/Total509Grp/TotalAmt032380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032380
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt032380
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06424
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring Fling
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017626
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024041
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017617
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06424
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School Supplies $6336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Spirit Events $4904
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Expenses $2251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Assemblies $1103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Student Store $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Technology $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Administration $4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Kozak
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sierra View Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0830576802
ReturnHeader/Filer/PhoneNum05308913117
ReturnHeader/Filer/USAddress/AddressLine1Txt01598 Hooker Oak Avenue
ReturnHeader/Filer/USAddress/CityNm0Chico
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095926
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201902239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Merrell Irwin & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03120 Cohasset Rd Suite 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chico
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0959730978
ReturnHeader/PreparerPersonGrp/PhoneNum05308938761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Merrell CPA
ReturnHeader/ReturnTs02019-11-11T16:39:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,948
Liabilities
-
Net assets
$10,948
Revenue
$25,956
Expenses
$15,008
Net income
$10,948
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$39.6$39.6$69.4$69.7$0.36
2024Detailed filing. Detailed filing data is available for this year.$39.9$39.9$68.5$59.6$8.93
2023Detailed filing. Detailed filing data is available for this year.$31.0$31.0$67.4$65.1$2.31
2022Detailed filing. Detailed filing data is available for this year.$28.7$28.7$67.5$49.4$18.1
2021Detailed filing. Detailed filing data is available for this year.$10.6$10.6$6.63$39.3$32.7
2020Detailed filing. Detailed filing data is available for this year.$43.2$43.2$74.2$41.9$32.3
2019Detailed filing. Detailed filing data is available for this year.$10.9$10.9$26.0$15.0$10.9