Civic Intelligence

Shannon Ranch Elementary PTA

990EZ • Fiscal year 2020 • EIN 90-0889454

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 06, 2020

3637 N Ranch StVisalia, CA 93291

(805) 570-7060

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

84th percentile

65%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-42%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$21,416

Up $8,412 (+65%) from 2019

Net Assets

Up

$21,416

Up $8,412 (+65%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$20,757

Down $14,970 (-42%) from 2019

Expenses

Down

$12,345

Down $25,052 (-67%) from 2019

Net Income

Up

$8,412

Up $10,082 (+604%) from 2019

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

2020

Assets$21,416
Liabilities-
Net Assets$21,416

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

2020

Revenue$20,757
Expenses$12,345
Net Income$8,412
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 6, 2020
Return Version
2019v5.0
Gross Receipts
$60,633
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.$11,627-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE SHELLYParliamentarian-$0--
CRYSTAL ESTRADAVice President-$0--
COURTNEY MANCOURPresident-$0--
JULIE DARNELLVP Programs-$0--
KIMBERLY SCHAFERTreasurer-$0--
LISA HOYTVP Membership-$0--
KRISTINE MARTINEZSecretary-$0--
ELIZABETH REYNAGAAuditor-$0--
KATHY MAGGSHospitality-$0--
ELIZABETH MINNICKHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$29,460$29,460$18,034$11,426
Carnival$14,702$14,702$8,615$6,087
Total Events$49,969$49,969$32,467$17,502
Filing and Contact Details

Filer

Filer Name
Shannon Ranch Elementary Pta
EIN
90-0889454
Phone
8055707060
Address
3637 N RANCH ST, VISALIA, CA 93291

Signing Officer

Name
Kimberly Schafer
Title
Treasurer
Signed
2020-11-06
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 Revenue.1

MISCELLANEOUS $126

Other Expenses.1002

Office Expenses $11

Other Expenses.1

SUPPLES/EQUIPMENT $4429

Other Expenses.2

Activities for students $3340

Other Expenses.4

Teacher appreciation $997

Other Expenses.5

DUES $867

Other Expenses.6

HOSPITALITY $541

Other Expenses.7

FIELD TRIPS $125

Other Expenses.8

Misc program expenses $78

Raw XML Appendix193 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/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROGRAMS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt010388
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLES/EQUIPMENT $4429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITIES FOR STUDENTS $3340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER APPRECIATION $997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES $867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOSPITALITY $541
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISC PROGRAM EXPENSES $78
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
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ReturnHeader/Filer/BusinessNameControlTxt0SHAN
ReturnHeader/Filer/EIN0900889454
ReturnHeader/Filer/PhoneNum08055707060
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ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093291
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Visalia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0932779249
ReturnHeader/PreparerPersonGrp/PhoneNum05596259800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAMALIEL AGUILAR
ReturnHeader/ReturnTs02020-11-06T12:01:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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