Civic Intelligence

David Lubin Parent and Teachers Group

990EZ • Fiscal year 2018 • EIN 94-2848564

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 23, 2019

3535 M StreetSacramento, CA 95816

(916) 277-6271

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

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

43rd percentile

-2.9%

Faster revenue growth than 43% of similar nonprofits.

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

Assets

Up

$211,268

Up $48,101 (+29%) from 2017

Net Assets

$211,268

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$114,909

Down $3,456 (-2.9%) from 2017

Expenses

Down

$66,808

Down $57,357 (-46%) from 2017

Net Income

Up

$48,101

Up $53,901 (+929%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $143,514Liabilities 2011: $5,396Net Assets 2011: $138,1182011Assets 2012: $140,854Liabilities 2012: $8,9612012Assets 2013: $133,487Liabilities 2013: $9,2172013Assets 2014: $142,072Liabilities 2014: $13,3932014Assets 2015: $148,012Liabilities 2015: $11,9812015Assets 2016: $162,764Liabilities 2016: $3,063Net Assets 2016: $159,7012016Assets 2017: $163,167Liabilities 2017: $02017Assets 2018: $211,268Net Assets 2018: $211,2682018Assets 2019: $219,878Liabilities 2019: $02019Assets 2020: $186,147Liabilities 2020: $02020Assets 2021: $187,085Liabilities 2021: $02021Assets 2022: $195,908Net Assets 2022: $195,9082022Assets 2023: $237,004Net Assets 2023: $237,0042023Assets 2024: $307,115Net Assets 2024: $307,1152024

Highlighted filing

2018

Assets$211,268
Liabilities-
Net Assets$211,268

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $72,887Expenses 2011: $60,060Net Income 2011: $12,8272011Revenue 2012: $68,005Expenses 2012: $74,230Net Income 2012: -$6,2252012Revenue 2013: $69,910Expenses 2013: $77,533Net Income 2013: -$7,6232013Revenue 2014: $75,750Expenses 2014: $71,341Net Income 2014: $4,4092014Revenue 2015: $74,591Expenses 2015: $67,239Net Income 2015: $7,3522015Revenue 2016: $94,761Expenses 2016: $71,091Net Income 2016: $23,6702016Revenue 2017: $118,365Expenses 2017: $124,165Net Income 2017: -$5,8002017Revenue 2018: $114,909Expenses 2018: $66,808Net Income 2018: $48,1012018Revenue 2019: $82,146Expenses 2019: $73,536Net Income 2019: $8,6102019Revenue 2020: $56,394Expenses 2020: $90,125Net Income 2020: -$33,7312020Revenue 2021: $34,929Expenses 2021: $33,991Net Income 2021: $9382021Revenue 2022: $99,175Expenses 2022: $90,352Net Income 2022: $8,8232022Revenue 2023: $128,326Expenses 2023: $87,230Net Income 2023: $41,0962023Revenue 2024: $132,979Expenses 2024: $88,287Net Income 2024: $44,6922024

Highlighted filing

2018

Revenue$114,909
Expenses$66,808
Net Income$48,101
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 23, 2019
Return Version
2017v2.3
Gross Receipts
$149,978
Mission and Program Overview

Mission

The organization provides additional staffing and enhancements to the school curriculum of david lubin elementary school.

Program Services

DescriptionGrantsExpenses
THE DAVID LUBIN PTG SERVES THE STUDENTS AND FAMILIES OF DAVID LUBIN ELEMENTARY, WHICH IS A TITLE 1 STEAM-DESIGNATED SCHOOL. THE PTG INCLUDES ALL DAVID LUBIN PARENTS, GUARDIANS, AND TEACHERS AND ITS MISSION IS TO ENHANCE THE EDUCATION AND ENRICHMENT OPPORTUNITIES FOR THE STUDENTS OF DAVID LUBIN, AS WELL AS TO PROMOTE THE WELFARE OF CHILDREN IN HOME, SCHOOL, AND COMMUNITY. THE PTG PROVIDES ENRICHMENT OPPORTUNITIES FOR OUR STUDENTS, WHICH INCLUDE ART AND MUSIC CLASSES, FIELD TRIPS, SCHOOL GARDENS, AFTER SCHOOL ACADEMY, ASSEMBLIES, AND SMALL GROUP INSTRUCTIONAL AIDES. THESE PROGRAMS, AS WELL AS OUR ART AND MUSIC TEACHERS AND THE MAJORITY OF OUR INSTRUCTIONAL AIDES, ARE COMPLETELY PAID FOR BY PTG FUNDRAISERS. THE PTG ALSO HOSTS A NUMBER OF COMMUNITY EVENTS THROUGHOUT THE YEAR INCLUDING A STEAM NIGHT, MOVIE NIGHT, AND THE LUBINPALOOZA MUSIC FESTIVAL. OF OUR MANY FUNDRAISERS, THE TWO BIGGEST ARE OUR GARDEN TOUR AND JOG-A-THON, THE LATTER A FAVORITE OF OUR STUDENTS WHICH RAISES FUNDS AND EMPHASIZES HEALTHY LIVING. OUR 600+ STUDENTS BENEFIT GREATLY FROM THESE ADDITIONAL ENRICHMENT PROGRAMS AND PROVIDE THEM WITH A FULL AND WELL-ROUNDED EDUCATION.$58,000$66,808
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH PHILLIPSPresidentPT$0--
CHIOKO GREVIOUSVice PresidePT$0--
NATALIE TAMBLYNSecretaryPT$0--
JOSETTE CUEVASTreasurerPT$0--
CAROLINE KILVEINParlimentari-$0--
ELIZABETH JACKSONMember At La-$0--
REGINA BROWNMember At La-$0--
ACASIA DOLPHINMember At La-$0--
ELIZABETH AUGUSTAMember At La-$0--
MARY ANN WILLIAMSMember At La-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garden Tour$88,121-$11,766-
Jog a Thon$26,026-$5,727-
Total Events$132,211-$35,069$-35,069
Filing and Contact Details

Filer

Filer Name
David Lubin Parent Teachers Group
EIN
94-2848564
Phone
9162776271
Address
3535 M STREET, SACRAMENTO, CA 95816

Signing Officer

Name
Sarah Phillips
Title
President
Phone
9162779271
Signed
2019-01-23
Discuss with paid preparer
Yes

Preparer

Firm
CPA Corporation
Address
1420 ROCKY RIDGE DR STE 130, ROSEVILLE, CA 95661-2834
Preparer
Michael a Giotto
Phone
9167828500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: sacramento city unified school dist address: 5735 47th avenue sacramento, ca 95824 cash contribution: 18,000 name: sacramento city unified school dist address: 5735 47th avenue sacramento, ca 95824 cash contribution: 40,000

Form 990-ez, Part I, Line 16

Expenses supplies 307 pto insurance 464 art supplies 1,582 chalk top - garden tour 500 art show expense 312 classroom enrichment 9,000 music instruction 8,738 music instruct. - suppies 645 yearbook expense 3,805 sly park program 970 sutter fort program 1,297 beautification program 2,971 kinder picnic 603 ptg operations 28 family basket 475 bank fees 285 internet expense 663 theater program 1,572 after school scholarships 300 library book expense 7,176 other operating expense 224 reclass to special events -35,069 total 6,848

Form 990-ez, Part III

The organization provides additional staffing and enhancements to the school curriculum of david lubin elementary school.

Form 990-ez, Part III, Line 28

The david lubin ptg serves the students and families of david lubin elementary, which is a title 1 steam-designated school. The ptg includes all david lubin parents, guardians, and teachers and its mission is to enhance the education and enrichment opportunities for the students of david lubin, as well as to promote the welfare of children in home, school, and community. The ptg provides enrichment opportunities for our students, which include art and music classes, field trips, school gardens, after school academy, assemblies, and small group instructional aides. These programs, as well as our art and music teachers and the majority of our instructional aides, are completely paid for by ptg fundraisers. The ptg also hosts a number of community events throughout the year including a steam night, movie night, and the lubinpalooza music festival. Of our many fundraisers, the two biggest are our garden tour and jog-a-thon, the latter a favorite of our students which raises funds and emphasizes healthy living. Our 600+ students benefit greatly from these additional enrichment programs and provide them with a full and well-rounded education.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: SACRAMENTO CITY UNIFIED SCHOOL DIST ADDRESS: 5735 47TH AVENUE SACRAMENTO, CA 95824 CASH CONTRIBUTION: 18,000 NAME: SACRAMENTO CITY UNIFIED SCHOOL DIST ADDRESS: 5735 47TH AVENUE SACRAMENTO, CA 95824 CASH CONTRIBUTION: 40,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES 307 PTO INSURANCE 464 ART SUPPLIES 1,582 CHALK TOP - GARDEN TOUR 500 ART SHOW EXPENSE 312 CLASSROOM ENRICHMENT 9,000 MUSIC INSTRUCTION 8,738 MUSIC INSTRUCT. - SUPPIES 645 YEARBOOK EXPENSE 3,805 SLY PARK PROGRAM 970 SUTTER FORT PROGRAM 1,297 BEAUTIFICATION PROGRAM 2,971 KINDER PICNIC 603 PTG OPERATIONS 28 FAMILY BASKET 475 BANK FEES 285 INTERNET EXPENSE 663 THEATER PROGRAM 1,572 AFTER SCHOOL SCHOLARSHIPS 300 LIBRARY BOOK EXPENSE 7,176 OTHER OPERATING EXPENSE 224 RECLASS TO SPECIAL EVENTS -35,069 TOTAL 6,848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES ADDITIONAL STAFFING AND ENHANCEMENTS TO THE SCHOOL CURRICULUM OF DAVID LUBIN ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DAVID LUBIN PTG SERVES THE STUDENTS AND FAMILIES OF DAVID LUBIN ELEMENTARY, WHICH IS A TITLE 1 STEAM-DESIGNATED SCHOOL. THE PTG INCLUDES ALL DAVID LUBIN PARENTS, GUARDIANS, AND TEACHERS AND ITS MISSION IS TO ENHANCE THE EDUCATION AND ENRICHMENT OPPORTUNITIES FOR THE STUDENTS OF DAVID LUBIN, AS WELL AS TO PROMOTE THE WELFARE OF CHILDREN IN HOME, SCHOOL, AND COMMUNITY. THE PTG PROVIDES ENRICHMENT OPPORTUNITIES FOR OUR STUDENTS, WHICH INCLUDE ART AND MUSIC CLASSES, FIELD TRIPS, SCHOOL GARDENS, AFTER SCHOOL ACADEMY, ASSEMBLIES, AND SMALL GROUP INSTRUCTIONAL AIDES. THESE PROGRAMS, AS WELL AS OUR ART AND MUSIC TEACHERS AND THE MAJORITY OF OUR INSTRUCTIONAL AIDES, ARE COMPLETELY PAID FOR BY PTG FUNDRAISERS. THE PTG ALSO HOSTS A NUMBER OF COMMUNITY EVENTS THROUGHOUT THE YEAR INCLUDING A STEAM NIGHT, MOVIE NIGHT, AND THE LUBINPALOOZA MUSIC FESTIVAL. OF OUR MANY FUNDRAISERS, THE TWO BIGGEST ARE OUR GARDEN TOUR AND JOG-A-THON, THE LATTER A FAVORITE OF OUR STUDENTS WHICH RAISES FUNDS AND EMPHASIZES HEALTHY LIVING. OUR 600+ STUDENTS BENEFIT GREATLY FROM THESE ADDITIONAL ENRICHMENT PROGRAMS AND PROVIDE THEM WITH A FULL AND WELL-ROUNDED EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-02-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:25:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200579279
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01420 ROCKY RIDGE DR STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956612834
ReturnHeader/PreparerPersonGrp/PhoneNum09167828500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A GIOTTO
ReturnHeader/ReturnTs02019-02-07T18:25:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.07$3.07$1.33$0.88$0.45
2023Detailed filing. Detailed filing data is available for this year.$2.37$2.37$1.28$0.87$0.41
2022Detailed filing. Detailed filing data is available for this year.$1.96$1.96$0.99$0.90$0.09
2021Summary only. Only limited summary data is available for this year.$1.87$0.00$0.35$0.34$0.01
2020Summary only. Only limited summary data is available for this year.$1.86$0.00$0.56$0.90$0.34
2019Summary only. Only limited summary data is available for this year.$2.20$0.00$0.82$0.74$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.11$2.11$1.15$0.67$0.48
2017Summary only. Only limited summary data is available for this year.$1.63$0.00$1.18$1.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.03$1.60$0.95$0.71$0.24
2015Summary only. Only limited summary data is available for this year.$1.48$0.12$0.75$0.67$0.07
2014Summary only. Only limited summary data is available for this year.$1.42$0.13$0.76$0.71$0.04
2013Summary only. Only limited summary data is available for this year.$1.33$0.09$0.70$0.78$0.08
2012Summary only. Only limited summary data is available for this year.$1.41$0.09$0.68$0.74$0.06
2011Summary only. Only limited summary data is available for this year.$1.44$0.05$1.38$0.73$0.60$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits