Civic Intelligence

California Council of Dads Club Sequoia Elementary School

EIN 94-6108398 • 501(c)3 • Oakland, CA

Profile

An engaged and caring community with an interest in sequoia. (see sched o)

3730 Lincoln AvenueOakland, CA 94602

sequoiaschool.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

57th percentile

5.5%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

28th percentile

-28%

Faster revenue growth than 28% of similar nonprofits.

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

Assets

Down

$0

Down $193,007 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$0

Down $193,007 (-100%) from 2017

Revenue

Down

$110,056

Down $43,599 (-28%) from 2017

Expenses

Down

$104,040

Down $49,996 (-32%) from 2017

Net Income

Up

$6,016

Up $6,397 (+1679%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $116,601Liabilities 2011: $02011Assets 2012: $129,301Liabilities 2012: $02012Assets 2013: $142,881Liabilities 2013: $02013Assets 2014: $179,615Liabilities 2014: $0Net Assets 2014: $179,6152014Assets 2015: $181,529Liabilities 2015: $0Net Assets 2015: $181,5292015Assets 2016: $193,388Liabilities 2016: $0Net Assets 2016: $193,3882016Assets 2017: $193,007Liabilities 2017: $0Net Assets 2017: $193,0072017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $83,085Expenses 2011: $69,689Net Income 2011: $13,3962011Revenue 2012: $92,239Expenses 2012: $79,539Net Income 2012: $12,7002012Revenue 2013: $118,594Expenses 2013: $105,013Net Income 2013: $13,5812013Revenue 2014: $134,205Expenses 2014: $100,341Net Income 2014: $33,8642014Revenue 2015: $134,505Expenses 2015: $132,592Net Income 2015: $1,9132015Revenue 2016: $144,083Expenses 2016: $132,224Net Income 2016: $11,8592016Revenue 2017: $153,655Expenses 2017: $154,036Net Income 2017: -$3812017Revenue 2018: $110,056Expenses 2018: $104,040Net Income 2018: $6,0162018

Highlighted filing

2018

Revenue$110,056
Expenses$104,040
Net Income$6,016

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 6, 2019
Return Version
2017v2.3
Gross Receipts
$113,892
Mission and Program Overview

Mission

An engaged and caring community with an interest in sequoia. (see sched o)

An engaged and caring community of parents, teachers, neighbors, relatives, friends, and others with an interest in sequoia that desire to provide well-rounded academic and social learning to enrich the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$172,476--
Savings and Temporary Cash Investments$20,008--
Pledges and Grants Receivable$273--
Inventories for Sale or Use$250--
Total Assets$193,007$0▼ $193,007
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$193,007--
Total Net Assets Fund Balance$193,007$0▼ $193,007
Total Liabilities and Net Assets / Fund Balance$193,007$0▼ $193,007
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennaver GoodmanCo-chair
Lissette GomezCo-chair
Cara BrannCo-secretary
Hailey MagsigCo-secretary
Leslie OlssonCo-treasurer
Simone JacquesCo-treasurer
Marie JonesFundraising
Jenny KimballVolunteer Co
Revenue and Support

Revenue Composition

Contributions and Grants
$112,406
Program Service Revenue
$1,486
Investment Income
$0
Other Revenue
$-3,836
All Other Contributions
$62,535
Change in Net Assets
$6,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$97,452
Other Expenses$6,588
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$97,452--$97,452
Office Expenses$176$1,166-$1,342
Insurance-$1,155-$1,155
Fees for Services Accounting-$945-$945
Conferences and Meetings$397--$397
Other Expenses$300--$300
Fees for Services Other$200--$200
Total Functional Expenses$100,774$3,266$0$104,040
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sequoia Elementary SchoolOakland, CAGovTeachers Enrichment$97,452
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,836
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
FAMILY DANCE+SI$31,460-$3,404-
Readathon$18,411-$432-
Total Events$49,871-$3,836$-3,836
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Members -- from article 5 of the adopted bylaws a) qualifications: the following are members of spto: 1) any parent, guardian, or other person standing in loco parentis for a student enrolled and attending sequoia elementary; and 2) any administrator, faculty, staff, or other oakland unified school district employee working at sequoia elementary

Form 990, Page 6, Part VI, Line 7A

Members are not elected to be part of spto. Anyone qualified to be a member is such. There is only one class of members. Members may vote at meetings, make motions at meetings, serve on committees and serve as officers.

Form 990, Page 6, Part VI, Line 7B

Members vote on the officers of the board by a simple majority. Members vote on changes to the bylaws with a two-thirds vote required.

Form 990, Page 6, Part VI, Line 11B

A copy of the 990 with all schedules was distributed to all officers and directors prior to filing to facilitate discussion.

Form 990, Page 6, Part VI, Line 12C

The bylaws require that each officer sign a consent form stating that they have read the conflict of interest article and will be bound by it, and that they have disclosed in writing to the executive board all of their interests or relationships that could cause a conflict of interest.

Form 990, Page 6, Part VI, Line 15A

None of the officers or directors are compensated. Nor are there any employees of the agency. The officers and directors serve as managing officers of the agency.

Form 990, Page 6, Part VI, Line 19

All governing documents are available to any person upon request.

Filing and Contact Details

Filer

Filer Name
California Council of Dads Club
EIN
94-6108398
Phone
5105316696
Address
3730 LINCOLN AVENUE, OAKLAND, CA 94602
Doing Business As
Friends of Sequoia School

Signing Officer

Name
Leslie Olsson
Title
Co-treasurer
Phone
5105316966
Signed
2019-05-06

Organization Details

Principal Officer
Leslie Olsson
Formed
1959
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
75

Preparer

Firm
Marjtax Incorporated
Address
3542 FRUITVALE AVE, OAKLAND, CA 94602-2327
Preparer
Marjorie Williams-jones
Phone
5104826204
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Music enrichment provides a variety of joyful musical experiences, including african drumming, choral performances, and band instrument instruction. These enrichment activities are key elements of students' well-rounded education. They develop the children's creative talents, stimulate their curiosity, promote hands-on learning, and encourage self- expression. Students' enthusiasm for their favorite activities helps them stay excited about school. The enrichment activities also provide valuable support for traditional school subjects by providing academic experiences in different learning modalities. Additional academic support is possible when enrichment programs are scheduled in a way that enables teachers to work with students in smaller groups tailored to individual needs.

Form 990, Page 2, Part III, Line 4B

On the school grounds, our work includes installing major garden improvements, maintaining our irrigation system, and keeping gardens mulched, weeded and healthy. We help teachers with projects that they identify inside the buildings, including painting areas that need freshening up, and building or installing amenities such as cubbies, shelves, and coat hooks. We also provide direct funding for classroom needs such as technology purchases, field trips, and classroom supplies.

Form 990, Part XI, Line 9

Cash transferred to successor -183,116 notes rec'v trans to successor -5,570 prepaid asset trans to successor -10,337 total -199,023

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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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IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY IMPROVEMENT THE SEQUOIA DADS' CLUB SUPPORTS THE SCHOOL COMMUNITY THROUGH A VARIETY OF COMMUNITY-BUILDING PROJECTS THAT BENEFIT STUDENTS, TEACHERS, AND THE COMMUNITY. WE HELP FAMILIES TO BUILD CONNECTIONS AT OUR ANNUAL WELCOME PICNIC AND OTHER SOCIAL EVENTS AND BY PUBLISHING THE ANNUAL SCHOOL DIRECTORY. WE SPONSOR WORKSHOPS WHERE GUEST SPEAKERS ADDRESS TOPICS THAT ARE RELEVANT TO THE COMMUNITY. WE SUPPORT INVOLVEMENT IN AND ACCESS TO OUR PARENT GROUP MEETINGS BY PROVIDING CHILDCARE AND LIGHT DINNERS AT EVENING MEETINGS. WE PROVIDE BOTH FUNDS AND SWEAT EQUITY TO KEEP OUR SCHOOL BUILDING AND GROUNDS IN GOOD CONDITION. (PLEASE SEE SCHEDULE O FOR FURTHER DETAILS) ON THE SCHOOL GROUNDS, OUR WORK INCLUDES INSTALLING MAJOR GARDEN IMPROVEMENTS, MAINTAINING OUR IRRIGATION SYSTEM, AND KEEPING GARDENS MULCHED, WEEDED AND HEALTHY. WE HELP TEACHERS WITH PROJECTS THAT THEY IDENTIFY INSIDE THE BUILDINGS, INCLUDING PAINTING AREAS THAT NEED FRESHENING UP, AND BUILDING OR INSTALLING AMENITIES SUCH AS CUBBIES, SHELVES, AND COAT HOOKS. WE ALSO PROVIDE DIRECT FUNDING FOR CLASSROOM NEEDS SUCH AS TECHNOLOGY PURCHASES, FIELD TRIPS, AND CLASSROOM SUPPLIES.
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0THE PARENTS AND TEACHERS SITE SUPPORT GROUP AT SEQUOIA ELEMENTARY HAS OPERATED UNDER THE NAME OF CALIFORNIA COUNCIL OF DADS CLUB SEQUOIA ELEMENTARY SINCE 1959 AND PERHAPS PRIOR TO THEN. THE AGENCY WAS AN UNINCORPORATED ENTITY. IN 2017, THE MEMBERS DECIDED THAT IT WOULD BE BENEFICIAL TO CREATE A NEW INCORPORTED ENTITY, WITH NEWLY WRITTEN ARTICLES OF INCORPORATION AND BYLAWS. THIS NEW ENTITY, NAMED "SEQUOIA PARENT TEACHER ORGANIZATION" WAS FORMED MARCH 8, 2017 AND ACKNOWLEDGED BY THE IRS AS A 501C3 PUBLIC CHARITY,STATUS 509(A)(2) ON DECEMBER 13, 2017. ALL ASSETS HAVE NOW BEEN TRANSFERRED FROM ACCOUNTS UNDER THE NAME OF THE ORIGINAL ENTITY TO THE SURVING ENTITY. THE AMAZING SUPPORT TO SEQUOIA ELEMENTARY SCHOOL WILL CONTINUE AS IT HAS FOR NEARLY SIXTY YEARS.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MUSIC ENRICHMENT PROVIDES A VARIETY OF JOYFUL MUSICAL EXPERIENCES, INCLUDING AFRICAN DRUMMING, CHORAL PERFORMANCES, AND BAND INSTRUMENT INSTRUCTION. THESE ENRICHMENT ACTIVITIES ARE KEY ELEMENTS OF STUDENTS' WELL-ROUNDED EDUCATION. THEY DEVELOP THE CHILDREN'S CREATIVE TALENTS, STIMULATE THEIR CURIOSITY, PROMOTE HANDS-ON LEARNING, AND ENCOURAGE SELF- EXPRESSION. STUDENTS' ENTHUSIASM FOR THEIR FAVORITE ACTIVITIES HELPS THEM STAY EXCITED ABOUT SCHOOL. THE ENRICHMENT ACTIVITIES ALSO PROVIDE VALUABLE SUPPORT FOR TRADITIONAL SCHOOL SUBJECTS BY PROVIDING ACADEMIC EXPERIENCES IN DIFFERENT LEARNING MODALITIES. ADDITIONAL ACADEMIC SUPPORT IS POSSIBLE WHEN ENRICHMENT PROGRAMS ARE SCHEDULED IN A WAY THAT ENABLES TEACHERS TO WORK WITH STUDENTS IN SMALLER GROUPS TAILORED TO INDIVIDUAL NEEDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON THE SCHOOL GROUNDS, OUR WORK INCLUDES INSTALLING MAJOR GARDEN IMPROVEMENTS, MAINTAINING OUR IRRIGATION SYSTEM, AND KEEPING GARDENS MULCHED, WEEDED AND HEALTHY. WE HELP TEACHERS WITH PROJECTS THAT THEY IDENTIFY INSIDE THE BUILDINGS, INCLUDING PAINTING AREAS THAT NEED FRESHENING UP, AND BUILDING OR INSTALLING AMENITIES SUCH AS CUBBIES, SHELVES, AND COAT HOOKS. WE ALSO PROVIDE DIRECT FUNDING FOR CLASSROOM NEEDS SUCH AS TECHNOLOGY PURCHASES, FIELD TRIPS, AND CLASSROOM SUPPLIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS -- FROM ARTICLE 5 OF THE ADOPTED BYLAWS A) QUALIFICATIONS: THE FOLLOWING ARE MEMBERS OF SPTO: 1) ANY PARENT, GUARDIAN, OR OTHER PERSON STANDING IN LOCO PARENTIS FOR A STUDENT ENROLLED AND ATTENDING SEQUOIA ELEMENTARY; AND 2) ANY ADMINISTRATOR, FACULTY, STAFF, OR OTHER OAKLAND UNIFIED SCHOOL DISTRICT EMPLOYEE WORKING AT SEQUOIA ELEMENTARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS ARE NOT ELECTED TO BE PART OF SPTO. ANYONE QUALIFIED TO BE A MEMBER IS SUCH. THERE IS ONLY ONE CLASS OF MEMBERS. MEMBERS MAY VOTE AT MEETINGS, MAKE MOTIONS AT MEETINGS, SERVE ON COMMITTEES AND SERVE AS OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS VOTE ON THE OFFICERS OF THE BOARD BY A SIMPLE MAJORITY. MEMBERS VOTE ON CHANGES TO THE BYLAWS WITH A TWO-THIRDS VOTE REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A COPY OF THE 990 WITH ALL SCHEDULES WAS DISTRIBUTED TO ALL OFFICERS AND DIRECTORS PRIOR TO FILING TO FACILITATE DISCUSSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BYLAWS REQUIRE THAT EACH OFFICER SIGN A CONSENT FORM STATING THAT THEY HAVE READ THE CONFLICT OF INTEREST ARTICLE AND WILL BE BOUND BY IT, AND THAT THEY HAVE DISCLOSED IN WRITING TO THE EXECUTIVE BOARD ALL OF THEIR INTERESTS OR RELATIONSHIPS THAT COULD CAUSE A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NONE OF THE OFFICERS OR DIRECTORS ARE COMPENSATED. NOR ARE THERE ANY EMPLOYEES OF THE AGENCY. THE OFFICERS AND DIRECTORS SERVE AS MANAGING OFFICERS OF THE AGENCY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ALL GOVERNING DOCUMENTS ARE AVAILABLE TO ANY PERSON UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CASH TRANSFERRED TO SUCCESSOR -183,116 NOTES REC'V TRANS TO SUCCESSOR -5,570 PREPAID ASSET TRANS TO SUCCESSOR -10,337 TOTAL -199,023
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B

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