Civic Intelligence

Blue Oaks Elementary Ptc

990EZ • Fiscal year 2016 • EIN 84-1651888

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 27, 2016

8150 Horncastle AvenueRoseville, CA 95747

(916) 771-1700

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.22x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.17x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

83rd percentile

43%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

4.9%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$45,195

Up $13,646 (+43%) from 2015

Net Assets

Up

$35,280

Up $13,316 (+61%) from 2015

Liabilities

Up

$9,915

Up $330 (+3.4%) from 2015

Revenue

Up

$57,713

Up $2,684 (+4.9%) from 2015

Expenses

Down

$44,397

Down $33,993 (-43%) from 2015

Net Income

Up

$13,316

Up $36,677 (+157%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2009: $40,089Liabilities 2009: $02009Assets 2010: $46,294Liabilities 2010: $4,9282010Assets 2011: $60,009Liabilities 2011: $10,9942011Assets 2012: $84,745Liabilities 2012: $19,6932012Assets 2013: $61,533Liabilities 2013: $4,8822013Assets 2014: $59,868Liabilities 2014: $14,5432014Assets 2015: $31,549Liabilities 2015: $9,585Net Assets 2015: $21,9642015Assets 2016: $45,195Liabilities 2016: $9,915Net Assets 2016: $35,2802016Assets 2017: $67,173Liabilities 2017: $7,933Net Assets 2017: $59,2402017Assets 2018: $25,217Liabilities 2018: $17,069Net Assets 2018: $8,1482018Assets 2019: $28,788Net Assets 2019: $28,7882019Assets 2020: $28,580Net Assets 2020: $28,5802020Assets 2021: $25,585Net Assets 2021: $25,5852021Assets 2022: $68,824Net Assets 2022: $68,8242022Assets 2023: $73,772Net Assets 2023: $73,7722023Assets 2024: $49,463Liabilities 2024: $0Net Assets 2024: $49,4632024Assets 2025: $21,701Liabilities 2025: $0Net Assets 2025: $21,7012025

Highlighted filing

2016

Assets$45,195
Liabilities$9,915
Net Assets$35,280

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2009: $55,110Expenses 2009: $64,865Net Income 2009: -$9,7552009Revenue 2010: $47,488Expenses 2010: $39,694Net Income 2010: $7,7942010Revenue 2011: $50,136Expenses 2011: $42,414Net Income 2011: $7,7222011Revenue 2012: $57,223Expenses 2012: $41,186Net Income 2012: $16,0372012Revenue 2013: $47,521Expenses 2013: $55,922Net Income 2013: -$8,4012013Revenue 2014: $34,388Expenses 2014: $45,714Net Income 2014: -$11,3262014Revenue 2015: $55,029Expenses 2015: $78,390Net Income 2015: -$23,3612015Revenue 2016: $57,713Expenses 2016: $44,397Net Income 2016: $13,3162016Revenue 2017: $74,359Expenses 2017: $50,399Net Income 2017: $23,9602017Revenue 2018: $45,602Expenses 2018: $96,694Net Income 2018: -$51,0922018Revenue 2019: $57,063Expenses 2019: $53,522Net Income 2019: $3,5412019Revenue 2020: $112,713Expenses 2020: $112,921Net Income 2020: -$2082020Revenue 2021: $45,941Expenses 2021: $48,936Net Income 2021: -$2,9952021Revenue 2022: $87,995Expenses 2022: $44,756Net Income 2022: $43,2392022Revenue 2023: $123,015Expenses 2023: $118,067Net Income 2023: $4,9482023Revenue 2024: $91,637Expenses 2024: $115,946Net Income 2024: -$24,3092024Revenue 2025: $63,837Expenses 2025: $91,599Net Income 2025: -$27,7622025

Highlighted filing

2016

Revenue$57,713
Expenses$44,397
Net Income$13,316
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 27, 2016
Return Version
2015v2.0
Gross Receipts
$111,691
Mission and Program Overview

Mission

CHARITABLE EDUCATION

Program Services

DescriptionGrantsExpenses
THE BLUE OAKS PTC PROVIDES SUPPORT FOR OVER 600 STUDENTS AT BLUE OAKS ELEMENTARY SCHOOL THROUGH FINANCES AND VOLUNTEER COORDINATION.$42,597-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY JOHNSONVice PresidentPT$0--
BETH WELLSTreasurerPT$0--
CINDY MASTROSecretaryPT$0--
SUKI EAVESPresidentPT$0--
GURDIP JUDGESecretaryPT$0--
AMY WILSONVice PresidentPT$0--
RACHEL ASHESecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$27,261$27,261$13,095$14,166
Adult Event$21,171$21,171$11,029$10,142
Total Events$78,532$78,532$41,208$37,324
Filing and Contact Details

Filer

Filer Name
Blue Oaks Elementary Ptc
EIN
84-1651888
Phone
9167711700
Address
8150 HORNCASTLE AVENUE, ROSEVILLE, CA 95747

Signing Officer

Name
Suki Eaves
Title
President
Signed
2016-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Robert C Duncan Accountancy Corp
Address
2281 LAVA RIDGE CT STE 200, ROSEVILLE, CA 95661
Preparer
Robert C Duncan JD CPA CGMA MBA
Phone
9167977436
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $50

Other Expenses.1

Department expenses $12161

Other Expenses.2

CLASSROOM SUPPORT $8438

Other Expenses.3

SCIENCE LAB $7910

Other Expenses.4

Enrichment prgm exp $5429

Other Expenses.5

RECOGNITION $3193

Other Expenses.6

COPIES AND PAPER $3000

Other Expenses.7

Website/license/other $1283

Other Expenses.8

PTC MEETING EXP $1183

Other Expenses.9

MISCELLANEOUS TAXES $888

Other Expenses.10

BANK FEES $838

Other Expenses.11

MISCELLANEOUS $24

Other Assets.1005

Accounts Receivable - Beginning $261 Accounts Receivable - Ending $517

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $408 Accounts Payable and Accrued Expenses - Ending $710

Total Liabilities.1

FIELD TRIPS - Beginning $0 FIELD TRIPS - Ending $1063

Total Liabilities.2

BLUE OAKS PERFORMANCE/PLAY - Beginning $5482 BLUE OAKS PERFORMANCE/PLAY - Ending $4068

Total Liabilities.3

LIBRARY - Beginning $2254 LIBRARY - Ending $1613

Total Liabilities.4

STUDENT COUNCIL - Beginning $172 STUDENT COUNCIL - Ending $969

Total Liabilities.5

TILES FOR TECHNOLOGY - Beginning $0 TILES FOR TECHNOLOGY - Ending $223

Total Liabilities.6

GENERAL TRUST ACCOUNT - Beginning $1269 GENERAL TRUST ACCOUNT - Ending $1269

Raw XML Appendix228 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPARTMENT EXPENSES $12161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM SUPPORT $8438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCIENCE LAB $7910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENRICHMENT PRGM EXP $5429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RECOGNITION $3193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COPIES AND PAPER $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE/LICENSE/OTHER $1283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTC MEETING EXP $1183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS TAXES $888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK FEES $838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISCELLANEOUS $24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Receivable - Beginning $261 Accounts Receivable - Ending $517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable and Accrued Expenses - Beginning $408 Accounts Payable and Accrued Expenses - Ending $710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14FIELD TRIPS - Beginning $0 FIELD TRIPS - Ending $1063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15BLUE OAKS PERFORMANCE/PLAY - Beginning $5482 BLUE OAKS PERFORMANCE/PLAY - Ending $4068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16LIBRARY - Beginning $2254 LIBRARY - Ending $1613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17STUDENT COUNCIL - Beginning $172 STUDENT COUNCIL - Ending $969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TILES FOR TECHNOLOGY - Beginning $0 TILES FOR TECHNOLOGY - Ending $223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19GENERAL TRUST ACCOUNT - Beginning $1269 GENERAL TRUST ACCOUNT - Ending $1269
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUKI EAVES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUE OAKS ELEMENTARY PTC
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0841651888
ReturnHeader/Filer/PhoneNum09167711700
ReturnHeader/Filer/USAddress/AddressLine1Txt08150 HORNCASTLE AVENUE
ReturnHeader/Filer/USAddress/CityNm0ROSEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT C DUNCAN ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02281 LAVA RIDGE CT STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167977436
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert C Duncan JD CPA CGMA MBA
ReturnHeader/ReturnTs02016-10-27T13:54:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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.$0.22$0.00$0.22$0.64$0.92$0.28
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.92$1.16$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.74$1.23$1.18$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.88$0.45$0.43
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.46$0.49$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.13$1.13$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.57$0.54$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.17$0.08$0.46$0.97$0.51
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.08$0.59$0.74$0.50$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.10$0.35$0.58$0.44$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.10$0.22$0.55$0.78$0.23
2014Summary only. Only limited summary data is available for this year.$0.60$0.15$0.34$0.46$0.11
2013Summary only. Only limited summary data is available for this year.$0.62$0.05$0.48$0.56$0.08
2012Summary only. Only limited summary data is available for this year.$0.85$0.20$0.57$0.41$0.16
2011Summary only. Only limited summary data is available for this year.$0.60$0.11$0.50$0.42$0.08
2010Summary only. Only limited summary data is available for this year.$0.46$0.05$0.47$0.40$0.08
2009Summary only. Only limited summary data is available for this year.$0.40$0.00$0.55$0.65$0.10