Civic Intelligence

Sumac Elementary School Parent Faculty Association

990 • Fiscal year 2017 • EIN 95-4298295

Aug 01, 2016 to Jul 31, 2017 • Filed on Nov 21, 2017

6050 N Calmfield AvenueAgoura Hills, CA 91301

(818) 517-8813

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$220,608

Up $24,900 (+13%) from 2016

Net Assets

Up

$220,608

Up $24,902 (+13%) from 2016

Liabilities

Down

$0

Down $2 (-100%) from 2016

Revenue

Up

$160,809

Up $36,573 (+29%) from 2016

Expenses

Up

$135,907

Up $16,458 (+14%) from 2016

Net Income

Up

$24,902

Up $20,115 (+420%) from 2016

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: $179,932Liabilities 2011: $0Net Assets 2011: $179,9322011Assets 2012: $195,207Liabilities 2012: $0Net Assets 2012: $195,2072012Assets 2013: $167,052Liabilities 2013: $0Net Assets 2013: $167,0522013Assets 2014: $185,468Liabilities 2014: $0Net Assets 2014: $185,4682014Assets 2015: $190,919Liabilities 2015: $0Net Assets 2015: $190,9192015Assets 2016: $195,708Liabilities 2016: $2Net Assets 2016: $195,7062016Assets 2017: $220,608Liabilities 2017: $0Net Assets 2017: $220,6082017Assets 2018: $216,694Liabilities 2018: $0Net Assets 2018: $216,6942018Assets 2019: $220,695Liabilities 2019: $0Net Assets 2019: $220,6952019Assets 2020: $189,922Liabilities 2020: $0Net Assets 2020: $189,9222020Assets 2021: $239,894Liabilities 2021: $0Net Assets 2021: $239,8942021Assets 2022: $285,288Liabilities 2022: $0Net Assets 2022: $285,2882022Assets 2023: $298,498Liabilities 2023: $1Net Assets 2023: $298,4972023Assets 2024: $329,803Liabilities 2024: $0Net Assets 2024: $329,8032024

Highlighted filing

2017

Assets$220,608
Liabilities$0
Net Assets$220,608

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $90,806Expenses 2011: $95,760Net Income 2011: -$4,9542011Revenue 2012: $93,803Expenses 2012: $78,528Net Income 2012: $15,2752012Revenue 2013: $93,257Expenses 2013: $121,412Net Income 2013: -$28,1552013Revenue 2014: $105,670Expenses 2014: $87,254Net Income 2014: $18,4162014Revenue 2015: $99,602Expenses 2015: $94,151Net Income 2015: $5,4512015Revenue 2016: $124,236Expenses 2016: $119,449Net Income 2016: $4,7872016Revenue 2017: $160,809Expenses 2017: $135,907Net Income 2017: $24,9022017Revenue 2018: $210,567Expenses 2018: $214,481Net Income 2018: -$3,9142018Revenue 2019: $208,323Expenses 2019: $204,322Net Income 2019: $4,0012019Revenue 2020: $100,995Expenses 2020: $131,768Net Income 2020: -$30,7732020Revenue 2021: $134,751Expenses 2021: $84,779Net Income 2021: $49,9722021Revenue 2022: $152,998Expenses 2022: $107,604Net Income 2022: $45,3942022Revenue 2023: $95,319Expenses 2023: $82,110Net Income 2023: $13,2092023Revenue 2024: $144,102Expenses 2024: $112,796Net Income 2024: $31,3062024

Highlighted filing

2017

Revenue$160,809
Expenses$135,907
Net Income$24,902
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Nov 21, 2017
Return Version
2016v3.0
Gross Receipts
$160,809
Mission and Program Overview

Mission

To support parents and teachers in providing the highest quality education to the community's youth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$195,708$161,139▼ $34,569
Savings and Temporary Cash Investments-$59,469-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$195,708$220,608▲ $24,900
Other Assets Total-$0-
Liabilities
Other Liabilities$2--
Total Liabilities$2$0▼ $2
Net Assets / Fund Balance
Unrestricted Net Assets$195,706$220,608▲ $24,902
Total Net Assets Fund Balance$195,706$220,608▲ $24,902
Total Liabilities and Net Assets / Fund Balance$195,708$220,608▲ $24,900
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kristin LuebkePresident
Tina JohnsonPresident
Cathy ChudzinskiVice President
Megan GlynnVice President
Jenn KurtzDirector
Jennifer TarbetDirector
Michelle MeehanDirector
Delil MartinezCoordinator
Erin SteinCoordinator
Howard SchlossbergCoordinator
Jenn HillCoordinator
Nanette RookeCoordinator
Kim ErwinEditor
Lisa StevensonEditor
Mary KusnierHistorian
Joy EspinMember
Mary BarnesMember
Vince GonzalesParliamentarian
Bill BriggsSecretary
Caroline BogeausSecretary
Angie ShainTreasurer
Catrine BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$160,775
Program Service Revenue
$0
Investment Income
$34
Other Revenue
$0
All Other Contributions
$160,775
Change in Net Assets
$24,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,907
Total Fundraising Expense$24,072
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$12,924$2,308-$15,232
Other Expenses$5,000-$24,072$5,000
Office Expenses-$2,283-$2,283
Fees for Services Accounting-$1,365-$1,365
Insurance-$370-$370
Total Functional Expenses$105,509$6,326$24,072$135,907
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Sumac Elementary School Parent
EIN
95-4298295
Phone
8185178813
Address
6050 N CALMFIELD AVENUE, AGOURA HILLS, CA 91301

Signing Officer

Name
Angie Shain
Title
Treasurer
Signed
2017-11-21
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
22
Independent Board Members
0
Employees
0

Preparer

Firm
Mark S Varshawsky & Assoc CPAs
Address
1297 Flynn Rd Ste 260, Camarillo, CA 93012-8066
Preparer
Mark S Varshawsky CPA
Phone
8054843100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

ASSEMBLIES: Column (A) - Total = $100; Column (B) - Program Services = $100; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BANK CHARGES: Column (A) - Total = $2308; Column (B) - Program Services = $0; Column (C) - Management & General = $2308; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BEAUTIFICATION: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

COMPUTER MATERIAL: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

HOSPITALITY/COMPASSION: Column (A) - Total = $829; Column (B) - Program Services = $829; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

JANITORIAL: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

LIBRARY MATERIAL: Column (A) - Total = $3073; Column (B) - Program Services = $3073; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

MUSIC SUPPLIES: Column (A) - Total = $1114; Column (B) - Program Services = $1114; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PE SUPPLIES: Column (A) - Total = $960; Column (B) - Program Services = $960; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PRINCIPAL FUND: Column (A) - Total = $750; Column (B) - Program Services = $750; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

READING SUPPLIES: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

RECESS SUPPLIES: Column (A) - Total = $455; Column (B) - Program Services = $455; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

STEM ENRICHMENT PROGRAMS: Column (A) - Total = $2949; Column (B) - Program Services = $2949; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TECHNOLOGY: Column (A) - Total = $2694; Column (B) - Program Services = $2694; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

WEBSITE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5PARLIAMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12President
IRS990/Form990PartVIISectionAGrp/TitleTxt13COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt21Treasurer
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IRS990/Form990TFiledInd0false
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IRS990/FundraisingActivitiesInd0false
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0370
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO SUPPORT PARENTS AND TEACHERS IN PROVIDING THE HIGHEST QUALITY EDUCATION TO THE COMMUNITY'S YOUTH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0195706
IRS990/NetAssetsOrFundBalancesEOYAmt0220608
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02283
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IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/Desc1FUNDRAISING SUPPLIES
IRS990/OtherExpensesGrp/Desc2TEACHER FUNDS
IRS990/OtherExpensesGrp/Desc3ART/SCIENCE MATERIAL
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IRS990/OtherExpensesGrp/ProgramServicesAmt079420
IRS990/OtherExpensesGrp/ProgramServicesAmt18165
IRS990/OtherExpensesGrp/ProgramServicesAmt25000
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IRS990/OtherExpensesGrp/TotalAmt124072
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IRS990/PYTotalRevenueAmt0124236
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IRS990/ReconcilationRevenueExpnssAmt024902
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt059469
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$1.44$1.13$0.31
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.95$0.82$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$1.53$1.08$0.45
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$1.35$0.85$0.50
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$1.01$1.32$0.31
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$2.08$2.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$2.11$2.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.61$1.36$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$1.24$1.19$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$1.00$0.94$0.05
2014Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$1.06$0.87$0.18
2013Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.93$1.21$0.28
2012Summary only. Only limited summary data is available for this year.$1.95$0.00$1.95$0.94$0.79$0.15
2011Summary only. Only limited summary data is available for this year.$1.80$0.00$1.80$0.91$0.96$0.05