STRATEGY STUDIO / PUBLIC DATA EXPLORER

SIERRA VIEW ELEMENTARY PTO: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SIERRA VIEW ELEMENTARY PTO (EIN 83-0576802)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-20
IRS object ID
202403259349201110
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-20T11:01:41-08:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN832219812PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Merrell Irwin & AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13120 Cohasset Rd Suite 8AddressLine1Txt
CityChicoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95973ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830576802EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Sierra View Elementary PTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIERBusinessNameControlTxt
Phone5308913117PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11598 Hooker Oak AvenueAddressLine1Txt
CityChicoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95926ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDanielle HilsonPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-11-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJennifer Merrell CPAPreparerPersonNm
PTINP01462674PTIN
Phone5308938761PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresssierraview.chicousd.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$86,879GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$2,500ContributionsGiftsGrantsEtcAmt
Program Service Revenue$11,854ProgramServiceRevenueAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$72,525FundraisingGrossIncomeAmt
Special Events Direct Expenses$18,374SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$54,151SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$68,505TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$650FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$58,926OtherExpensesTotalAmt
Total Expenses$59,576TotalExpensesAmt
Excess Or Deficit For Year$8,929ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$30,977NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$39,906NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$30,977BOYAmt
EOY$39,906EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$30,977BOYAmt
EOY$39,906EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$30,977BOYAmt
EOY$39,906EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo promote the welfare of children and youth in home, school, community, and place of worship. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To help bridge the gap in funding projects and upgrades for the school.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
Costs associated with parent/teacher/student events such as science fairs, carnivals, t-shirt sales, and reading programs and membership drive.$17,773
Campus beautification and playground equipment.$2,627
Books, teacher and curriculum supplies.$37,553
FieldValueIRS element (for citing)
Total Program Service Expenses$57,953TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Danielle Hilson
Treasurer2.00$0
Beth White
Vice President1.00$0
Amy Chamberlin
Secretary1.00$0
Whitney Womack
Auditor1.00$0
Mallory Bodney
Vice President1.00$0
Melissa Kozak
President2.00$0
Sara Harkness
Parliamentarian1.00$0
Tennille Bales
Vice President1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDanielle HilsonPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11598 Hooker Oak AvenueAddressLine1Txt
CityChicoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95928ZIPCd
FieldValueIRS element (for citing)
Phone5308913117PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,704CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,455CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$745CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$910CurrentTaxYearMinus1YearAmt
Current Tax Year$2,500CurrentTaxYearAmt
Total$7,314TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$96,859CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,006CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,171CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,441CurrentTaxYearMinus1YearAmt
Current Tax Year$84,379CurrentTaxYearAmt
Total$345,856TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$98,563CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,461CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,916CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,351CurrentTaxYearMinus1YearAmt
Current Tax Year$86,879CurrentTaxYearAmt
Total$353,170TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$353,170PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$98,563CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,461CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,916CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,351CurrentTaxYearMinus1YearAmt
Current Tax Year$86,879CurrentTaxYearAmt
Total$353,170TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Jog-A-ThonEvent1Nm
Gross Receipts Event1$32,098GrossReceiptsEvent1Amt
Gross Revenue Event1$32,098GrossRevenueEvent1Amt
Non Cash Prizes Event1$695NonCashPrizesEvent1Amt
Other Direct Expenses Event1$1,643OtherDirectExpensesEvent1Amt
Event2Math-a-thonEvent2Nm
Gross Receipts Event2$12,975GrossReceiptsEvent2Amt
Gross Revenue Event2$12,975GrossRevenueEvent2Amt
Non Cash Prizes Event2$1,212NonCashPrizesEvent2Amt
Other Direct Expenses Event2$200OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$20,733GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$20,733GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$5,000RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$1,705FoodAndBeverageOtherEventsAmt
Entertainment Other Events$1,476EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$5,137OthDirectExpnssOtherEventsAmt
Gross Receipts Total$65,806GrossReceiptsTotalAmt
Gross Revenue Total Events$65,806GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,907NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$5,000RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,705FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,476EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$6,980OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$17,068DirectExpenseSummaryEventsAmt
Net Income Summary$48,738NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1School Supplies $28426
Other Expenses.2Spirit Events $10916
Other Expenses.3Program Expenses $6658
Other Expenses.4Technology $5140
Other Expenses.5Books/Curriculum $3988
Other Expenses.6Playground $1934
Other Expenses.7Administration $973
Other Expenses.8Beautification $694
Other Expenses.9Hospitality $197