Sierra Madre Elementary PTA

990EZ • Fiscal year 2016 • EIN 95-6207399

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

Organization Profile N/A

141 West Highland AvenueSierra Madre, CA 91024

(626) 272-1702

Siviq Scores

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

0.00x

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

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

0.00x

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

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

7.0%

Higher net margin than 59% of similar nonprofits.

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

No value available

This filing does not contain officer compensation rows.

Source year 2016

22%

Faster asset growth than 74% of similar nonprofits.

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

-6.7%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets54th percentile

Assets

$99,460

Up $17,929 (+22%) from 2015

Net Assets

$99,460

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue54th percentile Net Margin59th percentile

Revenue

Down

$96,987

Down $7,007 (-6.7%) from 2015

Expenses

$90,197

Up $15,653 (+21%) from 2015

Net Income

Down

$6,790

Down $22,660 (-77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

Highlighted filing

2016

Assets$99,460

Liabilities$0

Net Assets$99,460

Open 2016 Filing

Operations Trend

Revenue Growth38th percentile

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

Highlighted filing

2016

Revenue$96,987

Expenses$90,197

Net Income$6,790

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Oct 24, 2016
Return Version: 2015v2.1
Gross Receipts: $118,476

Mission and Program Overview

Mission

To provide support funds for field trips, special assemblies, library and enrichment intervention supplies for math, history, arts, music and science classes.

Program Services

Description	Grants	Expenses
SUPPORTED FIELD TRIPS, SPECIAL ASSEMBLIES, THE LIBRARY AND SUPPLIED INTERVENTION MATERIALS FOR MATH, HISTORY, ARTS, MUSIC AND SCIENCE CLASSES.	$0	$83,652

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
JULIE COLE	President	-	$0	-	-
DOREEN THOMAS	Treasurer	-	$0	-	-
AMANDA CORDER	Secretary	-	$0	-	-
DEBBIE HENDERSON	2nd VP Fundraising	-	$0	-	-
LISA LEES	3rd VP Volunteers	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Spring Jog-a-thon	$21,937	$21,937	$276	$21,661
Fall Read-a-thon	$17,737	$17,737	$488	$17,249
Total Events	$61,677	$61,677	$17,124	$44,553

Filing and Contact Details

Filer

Filer Name: Sierra Madre Elementary Pta
EIN: 95-6207399
Phone: 6262721702
Address: 141 WEST HIGHLAND AVENUE, SIERRA MADRE, CA 91024

Signing Officer

Name: Doreen Thomas
Title: Treasurer
Phone: 6262721702
Signed: 2016-10-24
Discuss with paid preparer: Yes

Preparer

Firm: HENSIEK & CARON CPA'S
Address: 650 SIERRA MADRE VILLA 303, PASADENA, CA 91107
Preparer: Susan Caron
Phone: 6267929988

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: program expenses. Amount: 10,105. Description: field trips. Amount: 49,512. Description: office supplies. Amount: 1,708. Description: history days. Amount: 2,548. Description: instructional materials. Amount: 6,195. Description: membership dues. Amount: 3,467. Description: special assembly costs. Amount: 1,965. Description: teacher costs. Amount: 5,115. Description: yearbook. Amount: 4,390. Total to form 990-ez, line 16: 85,005.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: adjustment to beginning cash for formal reconciliations. Amount: 11,139.”

Raw XML Appendix168 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6262721702
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	141 WEST HIGHLAND AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	SIERRA MADRE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	91024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	81531
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	99460
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	8994
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	4365
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	6790
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	5192
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	81531
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	99460
IRS990EZ/FundraisingGrossIncomeAmt	0	61677
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	3254
IRS990EZ/GrossReceiptsAmt	0	118476
IRS990EZ/GroupExemptionNum	0	0646
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	3891
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	81531
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	99460
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	81531
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	99460
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JULIE COLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	DOREEN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	AMANDA CORDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	DEBBIE HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	LISA LEES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	2ND VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	3RD VP VOLUNTEERS
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	11139
IRS990EZ/OtherExpensesTotalAmt	0	85005
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROVIDE SUPPORT FUNDS FOR FIELD TRIPS, SPECIAL ASSEMBLIES, LIBRARY AND ENRICHMENT INTERVENTION SUPPLIES FOR MATH, HISTORY, ARTS, MUSIC AND SCIENCE CLASSES.
IRS990EZ/ProgramServiceRevenueAmt	0	36295
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	SUPPORTED FIELD TRIPS, SPECIAL ASSEMBLIES, THE LIBRARY AND SUPPLIED INTERVENTION MATERIALS FOR MATH, HISTORY, ARTS, MUSIC AND SCIENCE CLASSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	83652
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	7619
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	17124
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	44553
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	90197
IRS990EZ/TotalProgramServiceExpensesAmt	0	83652
IRS990EZ/TotalRevenueAmt	0	96987
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	12884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	17850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	6719
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	37453
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt	0	332373
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	37453
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	12884
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	17850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	6719
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	37453
IRS990ScheduleA/TotalSupportAmt	0	37453
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	17124
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	SPRING JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	FALL READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	21937
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	17737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	22003
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	61677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	21937
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	17737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	22003
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	61677
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	44553
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	16360
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	17124
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	276
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	488
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 10,105. DESCRIPTION: FIELD TRIPS. AMOUNT: 49,512. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,708. DESCRIPTION: HISTORY DAYS. AMOUNT: 2,548. DESCRIPTION: INSTRUCTIONAL MATERIALS. AMOUNT: 6,195. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 3,467. DESCRIPTION: SPECIAL ASSEMBLY COSTS. AMOUNT: 1,965. DESCRIPTION: TEACHER COSTS. AMOUNT: 5,115. DESCRIPTION: YEARBOOK. AMOUNT: 4,390. TOTAL TO FORM 990-EZ, LINE 16: 85,005.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: ADJUSTMENT TO BEGINNING CASH FOR FORMAL RECONCILIATIONS. AMOUNT: 11,139.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DOREEN THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6262721702
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SIERRA MADRE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	SIER
ReturnHeader/Filer/EIN	0	956207399
ReturnHeader/Filer/PhoneNum	0	6262721702
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	141 WEST HIGHLAND AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	SIERRA MADRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	954611603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HENSIEK & CARON CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	650 SIERRA MADRE VILLA 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	91107
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6267929988
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SUSAN CARON
ReturnHeader/ReturnTs	0	2016-10-24T16:43:39-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $99,460
Liabilities: $0
Net assets: $99,460
Revenue: $96,987
Expenses: $90,197
Net income: $6,790

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.03	$0.00	$1.03	$0.92	$0.66	$0.26
2024Summary only. Only limited summary data is available for this year.	$0.77	$0.00		$0.89	$1.16	$0.27
2023Summary only. Only limited summary data is available for this year.	$1.05	$0.00		$0.99	$0.64	$0.35
2022Summary only. Only limited summary data is available for this year.	$0.70	$0.00		$0.83	$1.00	$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.86	$0.00	$0.86	$0.61	$0.43	$0.18
2020Summary only. Only limited summary data is available for this year.	$0.68	$0.00		$1.07	$1.47	$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.09	$0.00	$1.09	$0.97	$0.81	$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.92	$0.00	$0.92	$1.16	$1.30	$0.14
2017Summary only. Only limited summary data is available for this year.	$1.05	$0.00		$0.93	$0.88	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99	$0.97	$0.90	$0.07
2015Summary only. Only limited summary data is available for this year.	$0.82	$0.00		$1.04	$0.75	$0.29
2014Summary only. Only limited summary data is available for this year.	$1.32	$0.00		$1.03	$0.93	$0.10
2013Summary only. Only limited summary data is available for this year.	$1.22	$0.00		$0.57	$0.65	$0.08
2012Summary only. Only limited summary data is available for this year.	$1.26	$0.00		$0.56	$0.37	$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.07		$1.07	$0.91	$0.65	$0.26
2010Summary only. Only limited summary data is available for this year.	$0.81	$0.00		$0.30	$0.24	$0.06