Civic Intelligence

PTA Texas Congress - James and Margie Marion Elementary PTA

990EZ • Fiscal year 2024 • EIN 14-1879380

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 12, 2024

Organization Profilemarionpta.membershiptoolkit.com
1595 Stablerun DrAllen, TX 75002

(972) 439-2965

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

7th percentile

-83%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

11th percentile

-51%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

12th percentile

-46%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$14,005

Flat from 2024

Net Assets

$14,005

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Flat

$17,474

Flat from 2024

Expenses

Flat

$31,892

Flat from 2024

Net Income

Flat

-$14,418

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$60K$40K$20K$0Assets 2010: $38,690Liabilities 2010: $02010Assets 2011: $46,581Liabilities 2011: $02011Assets 2012: $41,387Liabilities 2012: $02012Assets 2013: $52,922Liabilities 2013: $02013Assets 2014: $42,373Liabilities 2014: $0Net Assets 2014: $42,3732014Assets 2015: $33,174Liabilities 2015: $0Net Assets 2015: $33,1742015Assets 2016: $38,073Liabilities 2016: $02016Assets 2017: $39,090Liabilities 2017: $02017Assets 2018: $31,648Liabilities 2018: $02018Assets 2019: $32,907Liabilities 2019: $0Net Assets 2019: $32,9072019Assets 2020: $44,241Liabilities 2020: $02020Assets 2021: $31,430Liabilities 2021: $559Net Assets 2021: $30,8712021Assets 2022: $19,071Liabilities 2022: $0Net Assets 2022: $19,0712022Assets 2023: $28,423Liabilities 2023: $0Net Assets 2023: $28,4232023Assets 2024: $14,005Net Assets 2024: $14,0052024Assets 2024: $14,005Liabilities 2024: $02024Assets 2025: $34,199Liabilities 2025: $0Net Assets 2025: $34,1992025

Highlighted filing

2024

Assets$14,005
Liabilities-
Net Assets$14,005
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $25,886Expenses 2010: $15,614Net Income 2010: $10,2722010Revenue 2011: $32,214Expenses 2011: $24,323Net Income 2011: $7,8912011Revenue 2012: $7,685Expenses 2012: $4,913Net Income 2012: $2,7722012Revenue 2013: $60,045Expenses 2013: $48,510Net Income 2013: $11,5352013Revenue 2014: $38,409Expenses 2014: $48,958Net Income 2014: -$10,5492014Revenue 2015: $53,248Expenses 2015: $62,447Net Income 2015: -$9,1992015Revenue 2016: $32,980Expenses 2016: $28,081Net Income 2016: $4,8992016Revenue 2017: $30,133Expenses 2017: $29,116Net Income 2017: $1,0172017Revenue 2018: $27,162Expenses 2018: $34,604Net Income 2018: -$7,4422018Revenue 2019: $40,399Expenses 2019: $39,140Net Income 2019: $1,2592019Revenue 2020: $34,518Expenses 2020: $23,184Net Income 2020: $11,3342020Revenue 2021: $2,175Expenses 2021: $14,814Net Income 2021: -$12,6392021Revenue 2022: $21,831Expenses 2022: $33,631Net Income 2022: -$11,8002022Revenue 2023: $32,181Expenses 2023: $22,829Net Income 2023: $9,3522023Revenue 2024: $17,474Expenses 2024: $31,892Net Income 2024: -$14,4182024Revenue 2024: $17,474Expenses 2024: $31,892Net Income 2024: -$14,4182024Revenue 2025: $50,341Expenses 2025: $30,147Net Income 2025: $20,1942025

Highlighted filing

2024

Revenue$17,474
Expenses$31,892
Net Income-$14,418
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 12, 2024
Return Version
2023v5.1
Gross Receipts
$55,986
Mission and Program Overview

Mission

Support of students, families and Marion Elementary community

Support the students, staff,families, and community of the marion elementary school district

Program Services

DescriptionGrantsExpenses
PROVIDED ITEMS TO TEACHERS, IMPROVED CLASSROOM EXPERIENCE, AND FUNDED CELEBRATIONS FOR STUDENTS AND TEACHERS-$31,852
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE BARTELSPresidentPT$0--
DEBORAH TRAN1st VP-$0--
SHANNON WU2nd VP Members-$0--
ISADORA PATTERSON3rd VP Programs-$0--
ERIN CLOUSONTreasurerPT$0--
SHELLEY BEACHSecretary-$0--
DANIELLE PARTRIDGEParliamentarian-$0--
DAVINA HARRELL4thvp Way/Mean-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$17,220$17,220$90$17,130
Other Events$17,000$17,000$6,058$10,942
Total Events$54,736$54,736$38,512$16,224
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
14-1879380
Phone
9724392965
Address
1595 STABLERUN DR, ALLEN, TX 75002

Signing Officer

Name
Valerie Bartels
Title
President
Signed
2024-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Ken M Epstein CPA
Address
12550 STONE HILL DRIVE, Guthrie, OK 73044
Preparer
Ken Epstein
Phone
8189686870
Supplemental Narrative

Additional Explanations

Other Expenses.1

“OTHER PROGRAMS $7008”

Other Expenses.2

“TEACHER WISH LIST $6795”

Other Expenses.3

“CELEBRATIONS $6264”

Other Expenses.4

“STAFF APPRECIATION $5000”

Other Expenses.5

“OTHER COSTS $2679”

Other Expenses.6

“Campus improvements $2500”

Other Expenses.7

“SCHOLARSHIPS $1000”

Other Expenses.8

“OFFICER EXPENSES $646”

Raw XML Appendix197 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ERIN CLOUSTON
IRS990EZ/BooksInCareOfDetail/PhoneNum09175650363
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01595 STABLERUN DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALLEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075002
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028423
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014005
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01250
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14418
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028423
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014005
IRS990EZ/FundraisingGrossIncomeAmt054736
IRS990EZ/GrossReceiptsAmt055986
IRS990EZ/GroupExemptionNum01135
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028423
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014005
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028423
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014005
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VALERIE BARTELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBORAH TRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON WU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ISADORA PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIN CLOUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHELLEY BEACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANIELLE PARTRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVINA HARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd VP Members
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33rd VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt74thVP Way/Mean
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031892
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE STUDENTS, STAFF,FAMILIES, AND COMMUNITY OF THE MARION ELEMENTARY SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED ITEMS TO TEACHERS, IMPROVED CLASSROOM EXPERIENCE, AND FUNDED CELEBRATIONS FOR STUDENTS AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031852
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038512
IRS990EZ/SpecialEventsNetIncomeLossAmt016224
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031892
IRS990EZ/TotalProgramServiceExpensesAmt031852
IRS990EZ/TotalRevenueAmt017474
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://marionpta.membershiptoolkit.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09487
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054736
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037150
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt043548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0203195
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0212682
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055986
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050006
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040340
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020044
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046306
IRS990ScheduleA/Total509Grp/TotalAmt0212682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055986
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050006
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020044
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046306
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0212682
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038512
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054736
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054736
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016224
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt032364
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038512
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt090
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06058
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAMS $7008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER WISH LIST $6795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CELEBRATIONS $6264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STAFF APPRECIATION $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER COSTS $2679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CAMPUS IMPROVEMENTS $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOLARSHIPS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICER EXPENSES $646
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE BARTELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JAMES AND MARGIE MARION ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0141879380
ReturnHeader/Filer/PhoneNum09724392965
ReturnHeader/Filer/USAddress/AddressLine1Txt01595 STABLERUN DR
ReturnHeader/Filer/USAddress/CityNm0ALLEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260852635
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEN M EPSTEIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012550 STONE HILL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Guthrie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073044
ReturnHeader/PreparerPersonGrp/PhoneNum08189686870
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ken Epstein
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-12T12:47:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$14,005
Liabilities
-
Net assets
$14,005
Revenue
$17,474
Expenses
$31,892
Net income
-$14,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$50.3$30.1$20.2
2024Detailed filing. Detailed filing data is available for this year.$14.0$14.0$17.5$31.9$14.4
2024Summary only. Only limited summary data is available for this year.$14.0$0.00$17.5$31.9$14.4
2023Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$32.2$22.8$9.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$21.8$33.6$11.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$0.56$30.9$2.18$14.8$12.6
2020Summary only. Only limited summary data is available for this year.$44.2$0.00$34.5$23.2$11.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.9$0.00$32.9$40.4$39.1$1.26
2018Summary only. Only limited summary data is available for this year.$31.6$0.00$27.2$34.6$7.44
2017Summary only. Only limited summary data is available for this year.$39.1$0.00$30.1$29.1$1.02
2016Summary only. Only limited summary data is available for this year.$38.1$0.00$33.0$28.1$4.90
2015Summary only. Only limited summary data is available for this year.$33.2$0.00$33.2$53.2$62.4$9.20
2014Summary only. Only limited summary data is available for this year.$42.4$0.00$42.4$38.4$49.0$10.5
2013Summary only. Only limited summary data is available for this year.$52.9$0.00$60.0$48.5$11.5
2012Summary only. Only limited summary data is available for this year.$41.4$0.00$7.69$4.91$2.77
2011Summary only. Only limited summary data is available for this year.$46.6$0.00$32.2$24.3$7.89
2010Summary only. Only limited summary data is available for this year.$38.7$0.00$25.9$15.6$10.3