Civic Intelligence

Bishops Peak PTA

EIN 95-6206890 • 501(c)3 • San Luis Obispo, CA

Profile

To positively impact the lives and educational experience of students at bishop's peak elementary school by providing additional program and resources.

451 Jaycee DriveSan Luis Obispo, CA 93405

n/A

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

82nd percentile

33%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

79%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$162,517

Up $40,613 (+33%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$162,517

Up $40,613 (+33%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$108,291

Up $47,730 (+79%) from 2023

Expenses

Down

$67,678

Down $13,014 (-16%) from 2023

Net Income

Up

$40,613

Up $60,744 (+302%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $106,817Liabilities 2011: $02011Assets 2012: $97,921Net Assets 2012: $97,9212012Assets 2013: $118,215Net Assets 2013: $118,2152013Assets 2014: $120,073Net Assets 2014: $120,0732014Assets 2015: $117,444Net Assets 2015: $117,4442015Assets 2016: $127,916Net Assets 2016: $127,9162016Assets 2017: $129,089Net Assets 2017: $129,0892017Assets 2018: $121,609Net Assets 2018: $121,6092018Assets 2019: $116,036Net Assets 2019: $116,0362019Assets 2020: $132,109Net Assets 2020: $132,1092020Assets 2021: $115,863Net Assets 2021: $115,8632021Assets 2022: $142,035Net Assets 2022: $142,0352022Assets 2023: $121,904Net Assets 2023: $121,9042023Assets 2024: $162,517Net Assets 2024: $162,5172024

Highlighted filing

2024

Assets$162,517
Liabilities-
Net Assets$162,517
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $83,219Expenses 2011: $69,953Net Income 2011: $13,2662011Revenue 2012: $67,149Expenses 2012: $76,045Net Income 2012: -$8,8962012Revenue 2013: $89,924Expenses 2013: $69,630Net Income 2013: $20,2942013Revenue 2014: $111,623Expenses 2014: $109,765Net Income 2014: $1,8582014Revenue 2015: $101,583Expenses 2015: $104,212Net Income 2015: -$2,6292015Revenue 2016: $108,246Expenses 2016: $97,774Net Income 2016: $10,4722016Revenue 2017: $114,900Expenses 2017: $113,727Net Income 2017: $1,1732017Revenue 2018: $94,712Expenses 2018: $102,192Net Income 2018: -$7,4802018Revenue 2019: $123,010Expenses 2019: $128,583Net Income 2019: -$5,5732019Revenue 2020: $103,710Expenses 2020: $87,637Net Income 2020: $16,0732020Revenue 2021: $8,695Expenses 2021: $24,941Net Income 2021: -$16,2462021Revenue 2022: $76,538Expenses 2022: $50,366Net Income 2022: $26,1722022Revenue 2023: $60,561Expenses 2023: $80,692Net Income 2023: -$20,1312023Revenue 2024: $108,291Expenses 2024: $67,678Net Income 2024: $40,6132024

Highlighted filing

2024

Revenue$108,291
Expenses$67,678
Net Income$40,613
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,517
Liabilities
-
Net assets
$162,517
Revenue
$108,291
Expenses
$67,678
Net income
$40,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$1.63$1.08$0.68$0.41
2023Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.61$0.81$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.77$0.50$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.09$0.25$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.32$1.32$1.04$0.88$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.16$1.16$1.23$1.29$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.95$1.02$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.29$1.29$1.15$1.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.28$1.28$1.08$0.98$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.17$1.17$1.02$1.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.20$1.20$1.12$1.10$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$1.18$0.90$0.70$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.98$0.67$0.76$0.09
2011Summary only. Only limited summary data is available for this year.$1.07$0.00$0.83$0.70$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$149,085
Mission and Program Overview

Mission

To positively impact the lives and educational experience of students at bishop's peak elementary school by providing additional program and resources.

Program Services

DescriptionGrantsExpenses
PROVIDED ENRICHMENT PROGRAMS, CULTURAL EVENTS, FIELD/STUDY TRIPS, SUPPLEMENTED CLASSROOM SUPPLIES AND RESOURCES, FUNDED AWARDS AND PROVIDED ADDITIONAL LIBRARY RESOURCES FOR ALL STUDENTS AT BISHOPS PEAK ELEMENTARY SCHOOL.-$64,404
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FAITH FOSTERPresidentPT$0--
BRITTANY NICOLVice President-$0--
MARIBETH HASELDENSecretary-$0--
JENNIFER KORGETreasurer-$0--
JEFFREY BROWNFinancial Sec.-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Auction$42,663$42,663$10,576$32,087
March-a-thon$42,116$42,116$7,493$34,623
Total Events$127,889$127,889$40,794$87,095
Filing and Contact Details

Filer

Filer Name
Bishops Peak Pta
EIN
95-6206890
Phone
8055964030
Address
451 JAYCEE DRIVE, SAN LUIS OBISPO, CA 93405

Signing Officer

Name
Melissa Schneider
Title
Treasurer
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Sarah G Black CPA
Address
2323 Flora Street, San Luis Obispo, CA 93401
Preparer
Sarah G Black CPA
Phone
8055035705
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $152”

Other Expenses.1012

“Insurance $282”

Other Expenses.1

“STUDY TRIP $28307”

Other Expenses.2

“Children's creative project $11408”

Other Expenses.3

“CLASSROOM $7011”

Other Expenses.4

“YEARBOOK $5791”

Other Expenses.5

“FIELD TRIPS $5519”

Other Expenses.6

“MERCHANDISE $2989”

Other Expenses.7

“Paypal/stripe/bank fees $2840”

Other Expenses.8

“DUES $1235”

Other Expenses.9

“SCHOOL PROGRAMS $836”

Other Expenses.10

“HOSPITALITY $810”

Other Expenses.11

“MISCELLANEOUS $364”

Other Expenses.12

“Principals spirit fund $134”

Raw XML Appendix208 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SEC.
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO POSITIVELY IMPACT THE LIVES AND EDUCATIONAL EXPERIENCE OF STUDENTS AT BISHOP'S PEAK ELEMENTARY SCHOOL BY PROVIDING ADDITIONAL PROGRAM AND RESOURCES.
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt087095
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.99750
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDY TRIP $28307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHILDREN'S CREATIVE PROJECT $11408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLASSROOM $7011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YEARBOOK $5791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIELD TRIPS $5519
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAYPAL/STRIPE/BANK FEES $2840
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11HOSPITALITY $810
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Schneider
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BISHOPS PEAK PTA
ReturnHeader/Filer/BusinessNameControlTxt0BISH
ReturnHeader/Filer/EIN0956206890
ReturnHeader/Filer/PhoneNum08055964030
ReturnHeader/Filer/USAddress/AddressLine1Txt0451 JAYCEE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093405
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sarah G Black CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02323 Flora Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055035705
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah G Black CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-12T13:03:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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