Civic Intelligence

Sierra View Elementary PTO

990EZ • Fiscal year 2023 • EIN 83-0576802

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 06, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

61st percentile

8.0%

Faster asset growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

-0.2%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,977

Up $2,305 (+8.0%) from 2022

Net Assets

Up

$30,977

Up $2,305 (+8.0%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Down

$67,361

Down $142 (-0.2%) from 2022

Expenses

Up

$65,056

Up $15,662 (+32%) from 2022

Net Income

Down

$2,305

Down $15,804 (-87%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2023

Assets$30,977
Liabilities-
Net Assets$30,977
Open 2023 Filing

Operations Trend

Revenue Growth44th 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

2023

Revenue$67,361
Expenses$65,056
Net Income$2,305
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$81,351
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.-$43,733
Costs associated with parent/teacher/student events such as science fairs, carnivals, t-shirt sales, and reading programs and membership drive.-$19,655
Campus beautification and playground equipment.-$145
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley SzczapanskiVice President-$0--
Amy ChamberlinSecretary-$0--
Mallory BodneyTreasurer-$0--
Melissa KozakPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$30,573$30,573-$30,573
Math-a-thon$15,572$15,572-$15,572
Total Events$67,874$67,874$11,869$56,005
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
2023-11-06
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 $37832”

Other Expenses.2

“Spirit Events $12317”

Other Expenses.3

“Program Expenses $6733”

Other Expenses.4

“Books/Curriculum $5107”

Other Expenses.5

“Technology $794”

Other Expenses.6

“Hospitality $605”

Other Expenses.7

“Administration $585”

Other Expenses.8

“Miscellaneous $238”

Other Expenses.9

“Beautification $145”

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chico
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095928
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028672
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028672
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ashley Szczapanski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Chamberlin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mallory Bodney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa Kozak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064356
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/ProgramServiceRevenueAmt09069
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/ProgramServiceExpensesAmt019655
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1145
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt243733
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013990
IRS990EZ/SpecialEventsNetIncomeLossAmt057382
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt065056
IRS990EZ/TotalProgramServiceExpensesAmt063533
IRS990EZ/TotalRevenueAmt067361
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06110
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080441
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt096859
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt031084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0292561
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0298671
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09461
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098563
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032380
IRS990ScheduleA/Total509Grp/TotalAmt0298671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt098563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032380
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0298671
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011869
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Math-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030573
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015572
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030573
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015572
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067874
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056005
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01034
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01425
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02459
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09410
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09410
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School Supplies $37832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Spirit Events $12317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Expenses $6733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Books/Curriculum $5107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Technology $794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality $605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Administration $585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous $238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Beautification $145
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mallory Bodney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-11-08T07:09:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mallory
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bodney
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,977
Liabilities
-
Net assets
$30,977
Revenue
$67,361
Expenses
$65,056
Net income
$2,305
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