Civic Intelligence

Shannon Ranch Elementary PTA

990EZ • Fiscal year 2018 • EIN 90-0889454

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

3637 N Ranch StVisalia, CA 93291

(559) 622-3258

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

11th percentile

-36%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$14,674

Down $14,160 (-49%) from 2017

Net Assets

Down

$14,674

Down $14,160 (-49%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$39,199

Up $6,386 (+19%) from 2017

Expenses

Up

$53,359

Up $5,562 (+12%) from 2017

Net Income

Up

-$14,160

Up $824 (+5.5%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $17,145Net Assets 2013: $17,1452013Assets 2014: $30,665Net Assets 2014: $30,6652014Assets 2015: $22,851Net Assets 2015: $22,8512015Assets 2016: $43,818Net Assets 2016: $43,8182016Assets 2017: $28,834Net Assets 2017: $28,8342017Assets 2018: $14,674Net Assets 2018: $14,6742018Assets 2019: $13,004Net Assets 2019: $13,0042019Assets 2020: $21,416Net Assets 2020: $21,4162020Assets 2021: $16,008Net Assets 2021: $16,0082021Assets 2022: $15,724Net Assets 2022: $15,7242022Assets 2023: $39,889Net Assets 2023: $39,8892023Assets 2024: $46,687Liabilities 2024: $02024Assets 2025: $46,632Net Assets 2025: $46,6322025

Highlighted filing

2018

Assets$14,674
Liabilities-
Net Assets$14,674

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2013: $31,242Expenses 2013: $14,097Net Income 2013: $17,1452013Revenue 2014: $39,662Expenses 2014: $26,142Net Income 2014: $13,5202014Revenue 2015: $24,170Expenses 2015: $31,984Net Income 2015: -$7,8142015Revenue 2016: $31,684Expenses 2016: $10,717Net Income 2016: $20,9672016Revenue 2017: $32,813Expenses 2017: $47,797Net Income 2017: -$14,9842017Revenue 2018: $39,199Expenses 2018: $53,359Net Income 2018: -$14,1602018Revenue 2019: $35,727Expenses 2019: $37,397Net Income 2019: -$1,6702019Revenue 2020: $20,757Expenses 2020: $12,345Net Income 2020: $8,4122020Revenue 2021: $6,697Expenses 2021: $12,105Net Income 2021: -$5,4082021Revenue 2022: $10,609Expenses 2022: $10,893Net Income 2022: -$2842022Revenue 2023: $33,853Expenses 2023: $9,688Net Income 2023: $24,1652023Revenue 2024: $6,798Expenses 2024: $0Net Income 2024: $6,7982024Revenue 2025: -$552025

Highlighted filing

2018

Revenue$39,199
Expenses$53,359
Net Income-$14,160
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$99,175
Mission and Program Overview

Mission

To bring into close relation the home and the school, so that parents and teachers may cooperate intelligently in the education of the children. To develop united efforts between educators and the general public to secure for all children the highest advantages in education.

Program Services

DescriptionGrantsExpenses
TO PROMOTE VARIOUS ACTIVITIES TO BENEFIT THE STUDENTS.$52,534-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGGAN COOKParliamentarian-$0--
CRYSTAL ESTRADASecretary-$0--
COURTNEY MANCOURPresident-$0--
RACHEL RICEVP Programs-$0--
KIMBERLY SCHAFERTreasurer-$0--
ERICKA TREVINOVP Membership-$0--
SARAH TURNERVice President-$0--
MICHELLE TREVINOAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$31,422$31,422$23,342$8,080
Carnival$17,463$17,463$13,394$4,069
Total Events$91,493$91,493$53,012$38,481
Filing and Contact Details

Filer

Filer Name
Shannon Ranch Elementary Pta
EIN
90-0889454
Phone
5596223258
Address
3637 N RANCH ST, VISALIA, CA 93291

Signing Officer

Name
Kimberly Schafer
Title
Treasurer
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Pine Pedroncelli & Aguilar Inc
Address
3500 W Orchard Court, Visalia, CA 93277-9249
Preparer
Gamaliel Aguilar
Phone
5596259800
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $126

Other Expenses.1002

Office Expenses $112

Other Expenses.1

TRACK EXPENSES $15407

Other Expenses.2

SUPPLES/EQUIPMENT $10796

Other Expenses.3

Misc program expenses $7658

Other Expenses.4

Activities for students $7190

Other Expenses.6

Teacher appreciation $1596

Other Expenses.7

FIELD TRIPS $1005

Other Expenses.8

AR INCENTIVE $993

Other Expenses.9

HOSPITALITY $463

Other Expenses.10

BANK CHARGES $160

Other Expenses.11

DUES $30

Raw XML Appendix191 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/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGGAN COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRYSTAL ESTRADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COURTNEY MANCOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIMBERLY SCHAFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERICKA TREVINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHELLE TREVINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045536
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BRING INTO CLOSE RELATION THE HOME AND THE SCHOOL, SO THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF THE CHILDREN. TO DEVELOP UNITED EFFORTS BETWEEN EDUCATORS AND THE GENERAL PUBLIC TO SECURE FOR ALL CHILDREN THE HIGHEST ADVANTAGES IN EDUCATION.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt059976
IRS990EZ/SpecialEventsNetIncomeLossAmt038621
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053359
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/TotalSupportAmt010465
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt042608
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013394
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRACK EXPENSES $15407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLES/EQUIPMENT $10796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISC PROGRAM EXPENSES $7658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITIES FOR STUDENTS $7190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHER APPRECIATION $1596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIELD TRIPS $1005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AR INCENTIVE $993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HOSPITALITY $463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK CHARGES $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DUES $30
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY SCHAFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHANNON RANCH ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SHAN
ReturnHeader/Filer/EIN0900889454
ReturnHeader/Filer/PhoneNum05596223258
ReturnHeader/Filer/USAddress/AddressLine1Txt03637 N RANCH ST
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093291
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770051886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pine Pedroncelli & Aguilar Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 W Orchard Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Visalia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0932779249
ReturnHeader/PreparerPersonGrp/PhoneNum05596259800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAMALIEL AGUILAR
ReturnHeader/ReturnTs02018-11-09T11:59:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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