Civic Intelligence

Sierra View Elementary PTO

990EZ • Fiscal year 2022 • EIN 83-0576802

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 04, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

77th percentile

27%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

95th percentile

171%

Faster asset growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

918%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,672

Up $18,109 (+171%) from 2021

Net Assets

Up

$28,672

Up $18,109 (+171%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$67,503

Up $60,872 (+918%) from 2021

Expenses

Up

$49,394

Up $10,110 (+26%) from 2021

Net Income

Up

$18,109

Up $50,762 (+155%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

2022

Assets$28,672
Liabilities-
Net Assets$28,672
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

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

2022

Revenue$67,503
Expenses$49,394
Net Income$18,109
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 4, 2022
Return Version
2021v4.0
Gross Receipts
$76,916
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
Books, teacher and curriculum supplies.-$32,258
Costs associated with parent/teacher/student events such as science fairs, carnivals, t-shirt sales, and reading programs and membership drive.-$14,660
Campus beautification and playground equipment.-$400
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather KellerPresident-$0--
Merrilee VanderwaalVice President-$0--
Amy ChamberlinSecretary-$0--
Mallory BodneyTreasurer-$0--
Melissa KozakVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$32,768$32,768-$32,768
Math-a-thon$18,889$18,889-$18,889
Total Events$68,060$68,060$9,413$58,647
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
Mallory Bodney
Title
Treasurer
Signed
2022-11-04
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“School Supplies $24078”

Other Expenses.2

“Program Expenses $7608”

Other Expenses.3

“Spirit Events $6641”

Other Expenses.4

“Books/Curriculum $5712”

Other Expenses.5

“Technology $2468”

Other Expenses.6

“Administration $1476”

Other Expenses.7

“Hospitality $411”

Other Expenses.8

“Beautification $400”

Raw XML Appendix192 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chico
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095928
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Keller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Merrilee Vanderwaal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amy Chamberlin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mallory Bodney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melissa Kozak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048794
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To 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.
IRS990EZ/ProgramServiceRevenueAmt08112
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Costs associated with parent/teacher/student events such as science fairs, carnivals, t-shirt sales, and reading programs and membership drive.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Campus beautification and playground equipment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Books, teacher and curriculum supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014660
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt232258
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09413
IRS990EZ/SpecialEventsNetIncomeLossAmt058647
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt049394
IRS990EZ/TotalProgramServiceExpensesAmt047318
IRS990EZ/TotalRevenueAmt067503
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05200
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt096859
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0212120
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0217320
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09461
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt098563
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032380
IRS990ScheduleA/Total509Grp/TotalAmt0217320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt098563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032380
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0217320
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09413
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Math-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt068060
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058647
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0334
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01464
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt0905
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02703
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05222
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05222
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt01488
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School Supplies $24078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Expenses $7608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Spirit Events $6641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Books/Curriculum $5712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Technology $2468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Administration $1476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hospitality $411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Beautification $400
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mallory Bodney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
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/PreparerFirmEIN0832219812
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/ZIPCd095973
ReturnHeader/PreparerPersonGrp/PhoneNum05308938761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Merrell CPA
ReturnHeader/ReturnTs02022-11-07T09:48:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mallory
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bodney
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,672
Liabilities
-
Net assets
$28,672
Revenue
$67,503
Expenses
$49,394
Net income
$18,109
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