Civic Intelligence

Louis F Sinsheimer Elementary PTA

990EZ • Fiscal year 2021 • EIN 95-6206505

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

Organization ProfileWWW.SINSHEIMERPTA.ORG
2755 Augusta StreetSan Luis Obispo, CA 93401

(805) 596-4088

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

71st percentile

26%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

58th percentile

12%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-49%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,015

Up $5,830 (+12%) from 2020

Net Assets

Up

$56,015

Up $5,830 (+12%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Down

$22,221

Down $20,962 (-49%) from 2020

Expenses

Down

$16,391

Down $42,172 (-72%) from 2020

Net Income

Up

$5,830

Up $21,210 (+138%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$150K$100K$50K$0Assets 2012: $28,092Liabilities 2012: $02012Assets 2013: $36,854Liabilities 2013: $02013Assets 2014: $42,054Liabilities 2014: $02014Assets 2015: $68,202Net Assets 2015: $68,2022015Assets 2016: $99,440Net Assets 2016: $99,4402016Assets 2017: $71,263Net Assets 2017: $71,2632017Assets 2018: $64,936Net Assets 2018: $64,9362018Assets 2019: $65,565Net Assets 2019: $65,5652019Assets 2020: $50,185Net Assets 2020: $50,1852020Assets 2021: $56,015Net Assets 2021: $56,0152021Assets 2022: $85,519Net Assets 2022: $85,5192022Assets 2023: $79,351Net Assets 2023: $79,3512023Assets 2024: $97,817Net Assets 2024: $97,8172024Assets 2025: $103,259Net Assets 2025: $103,2592025

Highlighted filing

2021

Assets$56,015
Liabilities-
Net Assets$56,015
Open 2021 Filing

Operations Trend

Revenue Growth17th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $49,189Expenses 2012: $42,950Net Income 2012: $6,2392012Revenue 2013: $51,040Expenses 2013: $42,278Net Income 2013: $8,7622013Revenue 2014: $63,227Expenses 2014: $58,027Net Income 2014: $5,2002014Revenue 2015: $71,276Expenses 2015: $45,128Net Income 2015: $26,1482015Revenue 2016: $65,226Expenses 2016: $33,988Net Income 2016: $31,2382016Revenue 2017: $37,321Expenses 2017: $65,498Net Income 2017: -$28,1772017Revenue 2018: $53,399Expenses 2018: $59,726Net Income 2018: -$6,3272018Revenue 2019: $60,043Expenses 2019: $59,414Net Income 2019: $6292019Revenue 2020: $43,183Expenses 2020: $58,563Net Income 2020: -$15,3802020Revenue 2021: $22,221Expenses 2021: $16,391Net Income 2021: $5,8302021Revenue 2022: $65,857Expenses 2022: $36,353Net Income 2022: $29,5042022Revenue 2023: $50,884Expenses 2023: $57,052Net Income 2023: -$6,1682023Revenue 2024: $99,290Expenses 2024: $80,824Net Income 2024: $18,4662024Revenue 2025: $114,914Expenses 2025: $109,472Net Income 2025: $5,4422025

Highlighted filing

2021

Revenue$22,221
Expenses$16,391
Net Income$5,830
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$29,376
Mission and Program Overview

Mission

To positively impact the lives and educational experience of students at louis f. Sinsheimer elementary school by providing additional program and resources.

EDUCATIONAL PROGRAMS

Program Services

DescriptionGrantsExpenses
STUDENT AND STAFF PROGRAMS - EDUCATIONAL PROGRAMS, CLASSROOM SUPPLIES, READING AND COUNSELING PROGRAMS$9,397-
SERVICE PROGRAMS - SCHOLASTIC BOOKS, ARTS, CULTURAL EVENTS$6,209-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA CALDWELLPresident-$0--
CHELSEA RUIZRecording Sec-$0--
KATHY CORTEZVice President-$0--
KERRY CALLINANTreasurer-$0--
MARGARET BODEMERParliamentarian-$0--
NICOLE DURRANTHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
6th Grade Field Trip/camp Fundraiser$12,162$12,162-$12,162
Walkathon$6,053$6,053-$6,053
Total Events$18,215$18,215-$18,215
Filing and Contact Details

Filer

Filer Name
Louis F Sinsheimer Elementary Pta
EIN
95-6206505
Phone
8055964088
Address
2755 AUGUSTA STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Kerry Callinan
Title
Treasurer
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Preheim & Company
Address
1224 Higuera, San Luis Obispo, CA 93401
Preparer
Susan F Preheim
Phone
8057816222
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $52”

Other Expenses.1

“Organizational exp:insurance $258”

Raw XML Appendix191 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARGARET BODEMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICOLE DURRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RECORDING SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0310
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL PROGRAMS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SERVICE PROGRAMS - SCHOLASTIC BOOKS, ARTS, CULTURAL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09397
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16209
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07155
IRS990EZ/SpecialEventsNetIncomeLossAmt015147
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt015606
IRS990EZ/TotalRevenueAmt022221
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.SINSHEIMERPTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03311
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt065315
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt035
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt084
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037785
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057598
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0235164
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt084
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt0300479
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0300563
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm06TH GRADE FIELD TRIP/CAMP FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012162
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06053
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONAL EXP:INSURANCE $258
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRY CALLINAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUIS F SINSHEIMER ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0956206505
ReturnHeader/Filer/PhoneNum08055964088
ReturnHeader/Filer/USAddress/AddressLine1Txt02755 AUGUSTA STREET
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770404293
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Preheim & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01224 Higuera
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08057816222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN F PREHEIM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-02T09:02:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALLINAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,015
Liabilities
-
Net assets
$56,015
Revenue
$22,221
Expenses
$16,391
Net income
$5,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.03$1.03$1.15$1.09$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.99$0.81$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.51$0.57$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.66$0.36$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.22$0.16$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.43$0.59$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.60$0.59$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.53$0.60$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.37$0.65$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.65$0.34$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.71$0.45$0.26
2014Summary only. Only limited summary data is available for this year.$0.42$0.00$0.63$0.58$0.05
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.51$0.42$0.09
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.49$0.43$0.06