Civic Intelligence

Phoebe a Hearst Elementary School PTO

990EZ • Fiscal year 2021 • EIN 90-0742708

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

51st percentile

9.2%

Higher net margin than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

48th percentile

4.2%

Faster asset growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-26%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$187,896

Up $7,636 (+4.2%) from 2020

Net Assets

Up

$187,896

Up $7,636 (+4.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$82,759

Down $29,119 (-26%) from 2020

Expenses

Down

$75,123

Down $52,299 (-41%) from 2020

Net Income

Up

$7,636

Up $23,180 (+149%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$187,896
Liabilities$0
Net Assets$187,896

Operations Trend

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

2021

Revenue$82,759
Expenses$75,123
Net Income$7,636
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$103,322
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 ACTIVITIESFOR STUDENTS. HELP TO PROVIDE SCHOOL WITH EQUIPMENTAND CLASSROOM SUPPLIES.$8,429$73,637
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER SIMMONSPresident-$0--
KRIS BLANCOParliamentarian-$0--
JENNIFER DEWALDTreasurer-$0--
JULIA O'BRIENSecretary-$0--
SARAH ASUNCIONVP Small Fundraising-$0--
MELODY FANANAPAZIRVP Hospitality-$0--
PAIGE BROKAWVP Communications-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$81,285$81,285$19,951$61,334
Total Events$81,285$81,285$19,951$61,334
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
Jennifer Dewald
Title
Treasurer
Phone
9162776690
Signed
2021-11-08

Preparer

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

Additional Explanations

Pt VI, Line 6

Parent teacher organization memebers.

Pt VI, Line 11B

Parent teacher organizational meetings to review.

Form 990EZ, Part I, Line 16

ACCOUNTING 284.

Form 990EZ, Part I, Line 16

ADMINISTRATION 395.

Form 990EZ, Part I, Line 16

ART PROGRAM 16079.

Form 990EZ, Part I, Line 16

Campus beautification. Curriculum & improvements 20074.

Form 990EZ, Part I, Line 16

CLASS ENRICHMENT 16954.

Form 990EZ, Part I, Line 16

DONATIONS 100.

Form 990EZ, Part I, Line 16

Dues, memberships & insurance 574.

Form 990EZ, Part I, Line 16

SCHOOL GARDEN 963.

Form 990EZ, Part I, Line 16

SCHOOL SUPPLIES 1223.

Form 990EZ, Part I, Line 16

TECHNOLOGY 18344.

Form 990EZ, Part I, Line 16

WEBSITE 133.

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIA O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH ASUNCION
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAIGE BROKAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMMUNICATIONS
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt075123
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PTO - SUPPORT SCHOOL PROGRAMS
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/TotalExpensesAmt075123
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PARENT TEACHER ORGANIZATION MEMEBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARENT TEACHER ORGANIZATIONAL MEETINGS TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTING 284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATION 395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ART PROGRAM 16079.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CAMPUS BEAUTIFICATION. CURRICULUM & IMPROVEMENTS 20074.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLASS ENRICHMENT 16954.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DONATIONS 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES, MEMBERSHIPS & INSURANCE 574.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SCHOOL GARDEN 963.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SCHOOL SUPPLIES 1223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TECHNOLOGY 18344.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEBSITE 133.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER DEWALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09162776690
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
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/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP E SCHLOFNER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-08T15:43:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEWALD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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