Civic Intelligence

Sierra Madre Elementary PTA

990EZ • Fiscal year 2018 • EIN 95-6207399

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 03, 2018

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.

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$91,692

Down $13,624 (-13%) from 2017

Net Assets

$91,692

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$116,298

Up $22,861 (+24%) from 2017

Expenses

Up

$129,922

Up $42,341 (+48%) from 2017

Net Income

Down

-$13,624

Down $19,480 (-333%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $81,104Liabilities 2010: $02010Assets 2011: $106,804Net Assets 2011: $106,8042011Assets 2012: $125,610Liabilities 2012: $02012Assets 2013: $121,616Liabilities 2013: $02013Assets 2014: $131,812Liabilities 2014: $02014Assets 2015: $81,531Liabilities 2015: $02015Assets 2016: $99,460Liabilities 2016: $0Net Assets 2016: $99,4602016Assets 2017: $105,316Liabilities 2017: $02017Assets 2018: $91,692Liabilities 2018: $0Net Assets 2018: $91,6922018Assets 2019: $108,564Liabilities 2019: $0Net Assets 2019: $108,5642019Assets 2020: $68,181Liabilities 2020: $02020Assets 2021: $86,492Liabilities 2021: $0Net Assets 2021: $86,4922021Assets 2022: $69,649Liabilities 2022: $02022Assets 2023: $104,647Liabilities 2023: $02023Assets 2024: $77,213Liabilities 2024: $02024Assets 2025: $103,284Liabilities 2025: $0Net Assets 2025: $103,2842025

Highlighted filing

2018

Assets$91,692
Liabilities$0
Net Assets$91,692

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $30,106Expenses 2010: $24,387Net Income 2010: $5,7192010Revenue 2011: $91,095Expenses 2011: $65,395Net Income 2011: $25,7002011Revenue 2012: $56,127Expenses 2012: $37,321Net Income 2012: $18,8062012Revenue 2013: $57,449Expenses 2013: $65,219Net Income 2013: -$7,7702013Revenue 2014: $103,239Expenses 2014: $93,043Net Income 2014: $10,1962014Revenue 2015: $103,994Expenses 2015: $74,544Net Income 2015: $29,4502015Revenue 2016: $96,987Expenses 2016: $90,197Net Income 2016: $6,7902016Revenue 2017: $93,437Expenses 2017: $87,581Net Income 2017: $5,8562017Revenue 2018: $116,298Expenses 2018: $129,922Net Income 2018: -$13,6242018Revenue 2019: $97,486Expenses 2019: $80,614Net Income 2019: $16,8722019Revenue 2020: $106,507Expenses 2020: $146,890Net Income 2020: -$40,3832020Revenue 2021: $60,991Expenses 2021: $42,680Net Income 2021: $18,3112021Revenue 2022: $83,123Expenses 2022: $99,966Net Income 2022: -$16,8432022Revenue 2023: $98,909Expenses 2023: $63,911Net Income 2023: $34,9982023Revenue 2024: $88,948Expenses 2024: $116,382Net Income 2024: -$27,4342024Revenue 2025: $92,426Expenses 2025: $66,355Net Income 2025: $26,0712025

Highlighted filing

2018

Revenue$116,298
Expenses$129,922
Net Income-$13,624
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 3, 2018
Return Version
2017v2.3
Gross Receipts
$157,025
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

DescriptionGrantsExpenses
SUPPORTED FIELD TRIPS, SPECIAL ASSEMBLIES, THE LIBRARY AND SUPPLIED INTERVENTION MATERIALS FOR MATH, HISTORY, ARTS, MUSIC AND SCIENCE CLASSES.$0$123,435
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE SCHMIDTPresident-$0--
BETH KORMANTreasurer-$0--
GINNY STAFFORDSecretary-$0--
KIM STAFFORDVP Programs-$0--
TERRI RICHARDSONVP Volunteers-$0--
BARRI GONZALESVP Fundraising-$0--
JULIE COLEHistorian-$0--
JENNIFER SCHMIDTParlimentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Read-a-thon$33,303$33,303$483$32,820
Spring Jog-a-thon$28,346$28,346$2,776$25,570
Total Events$100,591$100,591$38,109$62,482
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
Elizabeth Korman
Title
Treasurer
Phone
6262721702
Signed
2018-10-03
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: 95,869. Description: field trips. Amount: 8,584. Description: office supplies. Amount: 893. Description: history days. Amount: 3,452. Description: instructional materials. Amount: 6,593. Description: membership dues. Amount: 1,271. Description: special assembly costs. Amount: 1,831. Description: teacher costs. Amount: 6,213. Description: it costs. Amount: 2,444. Description: insurance. Amount: 984. Description: advertising and promotion. Amount: 1,088. Total to form 990-ez, line 16: 129,222.

Raw XML Appendix195 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/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE SCHMIDT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM STAFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERRI RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARRI GONZALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JULIE COLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARLIMENTARIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0129222
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FUNDS FOR FIELD TRIPS, SPECIAL ASSEMBLIES, LIBRARY AND ENRICHMENT INTERVENTION SUPPLIES FOR MATH, HISTORY, ARTS, MUSIC AND SCIENCE CLASSES.
IRS990EZ/ProgramServiceRevenueAmt046761
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03253
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IRS990ScheduleA/TotalSupportAmt045090
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL READ-A-THON
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033303
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 95,869. DESCRIPTION: FIELD TRIPS. AMOUNT: 8,584. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 893. DESCRIPTION: HISTORY DAYS. AMOUNT: 3,452. DESCRIPTION: INSTRUCTIONAL MATERIALS. AMOUNT: 6,593. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 1,271. DESCRIPTION: SPECIAL ASSEMBLY COSTS. AMOUNT: 1,831. DESCRIPTION: TEACHER COSTS. AMOUNT: 6,213. DESCRIPTION: IT COSTS. AMOUNT: 2,444. DESCRIPTION: INSURANCE. AMOUNT: 984. DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 1,088. TOTAL TO FORM 990-EZ, LINE 16: 129,222.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH KORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06262721702
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA MADRE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0956207399
ReturnHeader/Filer/PhoneNum06262721702
ReturnHeader/Filer/USAddress/AddressLine1Txt0141 WEST HIGHLAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0SIERRA MADRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091024
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F7C5F2421241BF3782DBB7A27F28BC0E6D76E983
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.51.47.218
ReturnHeader/FilingSecurityInformation/IPDt02018-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:17:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954611603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENSIEK & CARON CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 SIERRA MADRE VILLA 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091107
ReturnHeader/PreparerPersonGrp/PhoneNum06267929988
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN CARON
ReturnHeader/ReturnTs02018-10-05T13:59:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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