Civic Intelligence

Tully C Knoles Ptsa

990EZ • Fiscal year 2016 • EIN 94-6184162

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 24, 2016

6511 Clarksburg PlStockton, CA 95212

(209) 649-0256

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$8,572

Down $1,115 (-12%) from 2015

Net Assets

$8,572

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$24,470

Down $19,509 (-44%) from 2015

Expenses

Down

$27,928

Down $17,556 (-39%) from 2015

Net Income

Down

-$3,458

Down $1,953 (-130%) from 2015

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $13,185Liabilities 2012: $0Net Assets 2012: $13,1852012Assets 2013: $12,534Liabilities 2013: $0Net Assets 2013: $12,5342013Assets 2014: $12,379Liabilities 2014: $0Net Assets 2014: $12,3792014Assets 2015: $9,687Liabilities 2015: $02015Assets 2016: $8,572Net Assets 2016: $8,5722016Assets 2018: $19,834Liabilities 2018: $02018Assets 2019: $20,039Net Assets 2019: $20,0392019Assets 2020: $14,437Liabilities 2020: $02020Assets 2021: $9,980Liabilities 2021: $02021Assets 2022: $13,117Net Assets 2022: $13,1172022Assets 2024: $6,754Liabilities 2024: $02024Assets 2025: $8,321Net Assets 2025: $8,3212025

Highlighted filing

2016

Assets$8,572
Liabilities-
Net Assets$8,572

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2012: $9,6112012Expenses 2013: $6,3252013Revenue 2014: $51,427Expenses 2014: $51,582Net Income 2014: -$1552014Revenue 2015: $43,979Expenses 2015: $45,484Net Income 2015: -$1,5052015Revenue 2016: $24,470Expenses 2016: $27,928Net Income 2016: -$3,4582016Revenue 2018: $29,693Expenses 2018: $29,187Net Income 2018: $5062018Revenue 2019: $39,994Expenses 2019: $39,789Net Income 2019: $2052019Revenue 2020: $23,098Expenses 2020: $19,979Net Income 2020: $3,1192020Revenue 2021: $1,022Expenses 2021: $5,479Net Income 2021: -$4,4572021Revenue 2022: $6,022Expenses 2022: $2,885Net Income 2022: $3,1372022Revenue 2024: $19,645Expenses 2024: $22,961Net Income 2024: -$3,3162024Revenue 2025: $30,461Expenses 2025: $28,894Net Income 2025: $1,5672025

Highlighted filing

2016

Revenue$24,470
Expenses$27,928
Net Income-$3,458
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 24, 2016
Return Version
2015v2.1
Gross Receipts
$43,431
Mission and Program Overview

Mission

Student support/enrichment/education

Program Services

DescriptionGrantsExpenses
ACCOMPLISHMENT 1 REPRESENTS THE FUNDING OF CLASSROOM ACTIVITIES, INCLUDING SUPPLIES, FIELD TRIPS AND OTHER RESOURCES PROVIDED TO STUDENTS TO ENCOURAGE READING AND BETTER EFFORTS ON STANDARDIZED TESTS. DURING SCHOOL YEAR 2015 -2016 THE PTSA PROVIDED FUNDS TOTALLING 18,326.-$21,518
ACCOMPLISHMENT 2 INCLUDES FUNDS FOR MONTHLY MOVIE NIGHTS PROVIDED AS AN EXTRACURRICULAR ACTIVITY TO PROMOTE UNITY AMONG STUDENTS AND FAMILIES. THE PTSA PROVIDED 1,697 FOR THESE MONTHLY ACTIVITIES.-$1,697
OTHER EXEMPT PURPOSES FULFILLED INCLUDED PROMOTING PARENT FACULTY GOODWILL THROUGH SMALL ACTS OF APPRECIATION THROUGHOUT THE YEAR, PROVIDING A BACK- TO-SCHOOL ACTIVITY IN AUGUST, SPIRIT ACTIVITIES AND TWO BOOK FAIRS TO PROMOTE LITERACY. TOTAL FUNDS SPENT AMOUNTED TO 27,466.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE ZINDELPresident-$0--
SUGEY NOVOAVice Preside-$0--
LORAINE PEREZRecording Se-$0--
JENNIFER STOEGERFinancial Se-$0--
AMY BASALUSALUTreasurer-$0--
CHRISTINA BOETGERPrincipal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jelly Belly Fun$13,794$13,794$8,661$5,133
Total Events$13,794$13,794$8,661$5,133
Filing and Contact Details

Filer

Filer Name
Tully C Knoles Ptsa
EIN
94-6184162
Address
6511 CLARKSBURG PL, STOCKTON, CA 95212

Signing Officer

Name
Amy Basalusalu
Title
Treasurer
Phone
2096490256
Signed
2016-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Lindstrom & Winsborrow Accountancy Corp
Address
6820 PACIFIC AVE STE 2A, STOCKTON, CA 95207-2645
Preparer
Julie Doughty CPA
Phone
2094510428
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses classroom supplies & grants 3,547 supplies 438 field trips and activities 17,533 faculty appreciation 746 ptsa insurance 216 total 22,480

Form 990-ez, Part III, Line 28

Accomplishment 1 represents the funding of classroom activities, including supplies, field trips and other resources provided to students to encourage reading and better efforts on standardized tests. During school year 2015 -2016 the ptsa provided funds totalling 18,326.

Form 990-ez, Part III, Line 31

Other exempt purposes fulfilled included promoting parent faculty goodwill through small acts of appreciation throughout the year, providing a back- to-school activity in august, spirit activities and two book fairs to promote literacy. Total funds spent amounted to 27,466.

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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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER EXEMPT PURPOSES FULFILLED INCLUDED PROMOTING PARENT FACULTY GOODWILL THROUGH SMALL ACTS OF APPRECIATION THROUGHOUT THE YEAR, PROVIDING A BACK- TO-SCHOOL ACTIVITY IN AUGUST, SPIRIT ACTIVITIES AND TWO BOOK FAIRS TO PROMOTE LITERACY. TOTAL FUNDS SPENT AMOUNTED TO 27,466.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CLASSROOM SUPPLIES & GRANTS 3,547 SUPPLIES 438 FIELD TRIPS AND ACTIVITIES 17,533 FACULTY APPRECIATION 746 PTSA INSURANCE 216 TOTAL 22,480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOMPLISHMENT 1 REPRESENTS THE FUNDING OF CLASSROOM ACTIVITIES, INCLUDING SUPPLIES, FIELD TRIPS AND OTHER RESOURCES PROVIDED TO STUDENTS TO ENCOURAGE READING AND BETTER EFFORTS ON STANDARDIZED TESTS. DURING SCHOOL YEAR 2015 -2016 THE PTSA PROVIDED FUNDS TOTALLING 18,326.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER EXEMPT PURPOSES FULFILLED INCLUDED PROMOTING PARENT FACULTY GOODWILL THROUGH SMALL ACTS OF APPRECIATION THROUGHOUT THE YEAR, PROVIDING A BACK- TO-SCHOOL ACTIVITY IN AUGUST, SPIRIT ACTIVITIES AND TWO BOOK FAIRS TO PROMOTE LITERACY. TOTAL FUNDS SPENT AMOUNTED TO 27,466.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
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ReturnHeader/ReturnTs02016-11-03T19:01:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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