Civic Intelligence

Phoebe a Hearst Elementary School PTO

990EZ • Fiscal year 2015 • EIN 90-0742708

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 29, 2016

Organization ProfileN/A
1410 60th StreetSacramento, CA 95819

(916) 277-6690

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

56th percentile

4.9%

Faster asset growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

7.1%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$73,674

Up $3,449 (+4.9%) from 2014

Net Assets

$73,674

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin51st percentile

Revenue

Up

$94,001

Up $6,232 (+7.1%) from 2014

Expenses

Up

$90,552

Up $5,992 (+7.1%) from 2014

Net Income

Up

$3,449

Up $240 (+7.5%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$300K$200K$100K$0Assets 2013: $67,016Liabilities 2013: $02013Assets 2014: $70,225Liabilities 2014: $02014Assets 2015: $73,674Liabilities 2015: $0Net Assets 2015: $73,6742015Assets 2016: $122,545Liabilities 2016: $0Net Assets 2016: $122,5452016Assets 2017: $156,536Liabilities 2017: $0Net Assets 2017: $156,5362017Assets 2018: $166,084Liabilities 2018: $0Net Assets 2018: $166,0842018Assets 2019: $195,804Liabilities 2019: $0Net Assets 2019: $195,8042019Assets 2020: $180,260Liabilities 2020: $0Net Assets 2020: $180,2602020Assets 2021: $187,896Liabilities 2021: $0Net Assets 2021: $187,8962021Assets 2022: $215,567Liabilities 2022: $0Net Assets 2022: $215,5672022Assets 2023: $245,276Liabilities 2023: $0Net Assets 2023: $245,2762023Assets 2024: $223,784Liabilities 2024: $0Net Assets 2024: $223,7842024Assets 2025: $252,788Liabilities 2025: $0Net Assets 2025: $252,7882025

Highlighted filing

2015

Assets$73,674
Liabilities$0
Net Assets$73,674
Open 2015 Filing

Operations Trend

Revenue Growth59th percentile

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

$200K$100K$0-$100KRevenue 2013: $121,897Expenses 2013: $54,881Net Income 2013: $67,0162013Revenue 2014: $87,769Expenses 2014: $84,560Net Income 2014: $3,2092014Revenue 2015: $94,001Expenses 2015: $90,552Net Income 2015: $3,4492015Revenue 2016: $135,857Expenses 2016: $86,986Net Income 2016: $48,8712016Revenue 2017: $133,895Expenses 2017: $99,904Net Income 2017: $33,9912017Revenue 2018: $151,697Expenses 2018: $142,149Net Income 2018: $9,5482018Revenue 2019: $176,810Expenses 2019: $147,090Net Income 2019: $29,7202019Revenue 2020: $111,878Expenses 2020: $127,422Net Income 2020: -$15,5442020Revenue 2021: $82,759Expenses 2021: $75,123Net Income 2021: $7,6362021Revenue 2022: $136,701Expenses 2022: $109,030Net Income 2022: $27,6712022Revenue 2023: $196,651Expenses 2023: $166,942Net Income 2023: $29,7092023Revenue 2024: $167,515Expenses 2024: $189,007Net Income 2024: -$21,4922024Revenue 2025: $178,745Expenses 2025: $149,741Net Income 2025: $29,0042025

Highlighted filing

2015

Revenue$94,001
Expenses$90,552
Net Income$3,449
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 29, 2016
Return Version
2014v6.0
Gross Receipts
$124,433
Mission and Program Overview

Mission

To provide educational program enrichment activities for students. Help to provide school with equipment and classroom supplies.

School pto - support school programs

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL PROGRAM ENRICHMENT ACTIVITIES FOR SUDENTS. HELP TO PROVIDE SCHOOL WITH EQUIPMENT AND CLASSROOM SUPPLIES.-$88,545
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GINA KETCHERPresident-$0--
TRACEY HANSONVice President-$0--
DESIREE PIERSONTreasurer-$0--
KATE MORRSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$40,521$40,521$7,223$33,298
The Event$31,183$31,183$9,457$21,726
Total Events$87,147$87,147$27,404$59,743
Filing and Contact Details

Filer

Filer Name
Phoebe a Hearst Elementary School Pto
EIN
90-0742708
Phone
9162776690
Address
1410 60TH STREET, SACRAMENTO, CA 95819

Signing Officer

Name
Desiree Pierson
Title
Treasurer
Phone
9162776690
Signed
2016-02-29

Preparer

Firm
Philip E Schlofner CPA
Address
8532 BENNINGTON WAY, SACRAMENTO, CA 95826
Preparer
Philip E Schlofner
Phone
9163880544
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Administration 475. Art program 19313. Bank charges 24. Class enrichment 7756. Dues and memberships 183. Field trips 14746. Library 3194. Pe equipment 545. School gardens 1093. Science program 112. Sly park trip 3682. Spelling bee 25. Supplies 940. Teacher appreciaiton 385. Technology 38079.”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DESIREE PIERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09162776690
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01410 60TH STREE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095819
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070225
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073674
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03706
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03449
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070225
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073674
IRS990EZ/FundraisingGrossIncomeAmt0115897
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0124433
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04830
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070225
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073674
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt070225
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073674
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GINA KETCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACEY HANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DESIREE PIERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATE MORR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt090552
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PTO - SUPPORT SCHOOL PROGRAMS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL PROGRAM ENRICHMENT ACTIVITIES FOR SUDENTS. HELP TO PROVIDE SCHOOL WITH EQUIPMENT AND CLASSROOM SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt088545
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030432
IRS990EZ/SpecialEventsNetIncomeLossAmt085465
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090552
IRS990EZ/TotalProgramServiceExpensesAmt088545
IRS990EZ/TotalRevenueAmt094001
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030299
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0115897
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt099638
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0100415
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0315950
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0346249
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0124433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0116513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105303
IRS990ScheduleA/Total509Grp/TotalAmt0346249
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0346249
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027404
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0THE EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015443
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087147
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015443
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087147
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt059743
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010724
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027404
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07223
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATION 475. ART PROGRAM 19313. BANK CHARGES 24. CLASS ENRICHMENT 7756. DUES AND MEMBERSHIPS 183. FIELD TRIPS 14746. LIBRARY 3194. PE EQUIPMENT 545. SCHOOL GARDENS 1093. SCIENCE PROGRAM 112. SLY PARK TRIP 3682. SPELLING BEE 25. SUPPLIES 940. TEACHER APPRECIAITON 385. TECHNOLOGY 38079.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DESIREE PIERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09162776690
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOEBE A HEARST ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0900742708
ReturnHeader/Filer/PhoneNum09162776690
ReturnHeader/Filer/USAddress/AddressLine1Txt01410 60TH STREET
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095819
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILIP E SCHLOFNER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08532 BENNINGTON WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095826
ReturnHeader/PreparerPersonGrp/PhoneNum09163880544
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP E SCHLOFNER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-29T20:22:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,674
Liabilities
$0
Net assets
$73,674
Revenue
$94,001
Expenses
$90,552
Net income
$3,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.79$1.50$0.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$1.68$1.89$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$1.97$1.67$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.37$1.09$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.83$0.75$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.12$1.27$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$1.77$1.47$0.30
2018Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.52$1.42$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.34$1.00$0.34
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.36$0.87$0.49
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.94$0.91$0.03
2014Summary only. Only limited summary data is available for this year.$0.70$0.00$0.88$0.85$0.03
2013Summary only. Only limited summary data is available for this year.$0.67$0.00$1.22$0.55$0.67
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits