Civic Intelligence

Take Note Troupe Inc.

990EZ • Fiscal year 2017 • EIN 20-1651216

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 03, 2018

5180 Covenant CTLoomis, CA 95650

(916) 786-5866

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$24,232

Flat from 2017

Net Assets

$24,232

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Flat

$67,877

Flat from 2017

Expenses

Flat

$85,290

Flat from 2017

Net Income

Flat

-$17,413

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0-$50KAssets 2011: $11,052Liabilities 2011: $02011Assets 2012: $15,448Net Assets 2012: $15,4482012Assets 2013: $21,208Liabilities 2013: $1,225Net Assets 2013: $19,9832013Assets 2014: $38,583Liabilities 2014: $4,196Net Assets 2014: $34,3872014Assets 2015: $36,293Liabilities 2015: -$25Net Assets 2015: $36,3182015Assets 2016: $41,645Liabilities 2016: $0Net Assets 2016: $41,6452016Assets 2017: $24,232Liabilities 2017: $0Net Assets 2017: $24,2322017Assets 2017: $24,232Liabilities 2017: $02017Assets 2018: $75,282Liabilities 2018: $68Net Assets 2018: $75,2142018Assets 2019: $118,225Liabilities 2019: $34,536Net Assets 2019: $83,6892019Assets 2020: $85,791Liabilities 2020: $4,0762020Assets 2021: $127,084Liabilities 2021: $195Net Assets 2021: $126,8892021Assets 2022: $131,738Liabilities 2022: $10,088Net Assets 2022: $121,6502022Assets 2023: $166,989Liabilities 2023: $2,411Net Assets 2023: $164,5782023Assets 2024: $159,626Liabilities 2024: $2,929Net Assets 2024: $156,6972024

Highlighted filing

2017

Assets$24,232
Liabilities$0
Net Assets$24,232

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $30,811Expenses 2011: $23,824Net Income 2011: $6,9872011Revenue 2012: $35,876Expenses 2012: $31,480Net Income 2012: $4,3962012Revenue 2013: $55,867Expenses 2013: $51,332Net Income 2013: $4,5352013Revenue 2014: $59,177Expenses 2014: $44,773Net Income 2014: $14,4042014Revenue 2015: $62,134Expenses 2015: $60,203Net Income 2015: $1,9312015Revenue 2016: $63,320Expenses 2016: $57,993Net Income 2016: $5,3272016Revenue 2017: $67,877Expenses 2017: $85,290Net Income 2017: -$17,4132017Revenue 2017: $67,877Expenses 2017: $85,290Net Income 2017: -$17,4132017Revenue 2018: $155,728Expenses 2018: $104,746Net Income 2018: $50,9822018Revenue 2019: $133,244Expenses 2019: $124,769Net Income 2019: $8,4752019Revenue 2020: $64,744Expenses 2020: $66,718Net Income 2020: -$1,9742020Revenue 2021: $103,440Expenses 2021: $58,266Net Income 2021: $45,1742021Revenue 2022: $95,160Expenses 2022: $100,399Net Income 2022: -$5,2392022Revenue 2023: $242,470Expenses 2023: $199,542Net Income 2023: $42,9282023Revenue 2024: $212,269Expenses 2024: $220,150Net Income 2024: -$7,8812024

Highlighted filing

2017

Revenue$67,877
Expenses$85,290
Net Income-$17,413
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 3, 2018
Return Version
2017v2.3
Gross Receipts
$67,877
Mission and Program Overview

Mission

To provide youth from the ages of 10 to 20 years with an opportunity to train in and practice the performing arts through the formation of a group who will teach and perform for schools, churches, and the community.

Program Services

DescriptionGrantsExpenses
AS A VALUABLE COMMUNITY SERVICE TAKE NOTE TROUPE PROVIDES VARIOUS WORKSHOPS AND LEADERSHIP TRAINING WHICH INCLUDE 8 FREE SHAKESPEARE PERFORMANCES AT CITY PARKS IN THREE DIFFERENT COMMUNITIES WITH A TOTAL IN EXCESS OF 3,000 PEOPLE.$61,658$72,428
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES DAVISPresidentPT$0--
MICHELLE ROMEROSecretaryPT$0--
MCKAY FLORENCEDirector Of FinancePT$0--
DANIELLE ROSSETTIDirector Of Public RelatioPT$0--
MICHAL THOMASGeneral Board MemberPT$0--
ANGIE GARDNERDirector Of DevelopmentPT$0--
LAREE FLORENCEArtistic DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Take Note Troupe Inc
EIN
20-1651216
Phone
9167865866
Address
5180 COVENANT CT, LOOMIS, CA 95650

Signing Officer

Name
Mckay Florence
Title
Director Finance
Phone
9166528888
Signed
2018-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
925 HIGHLAND POINTE DR SUITE 450, ROSEVILLE, CA 95678-5423
Preparer
Bruce W Stephenson
Phone
9167847800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 7.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 3,984. Description: other expenses. Amount: 25,570. Total to form 990-ez, line 14: 29,554.

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

Description: costumes. Amount: 2,512. Description: venue office and misc. Amount: 374. Description: advertising. Amount: 5,069. Description: equipment costs. Amount: 2,706. Description: props. Amount: 1,750. Description: supplies. Amount: 798. Description: license and fees. Amount: 524. Description: insurance. Amount: 1,765. Description: legal and accounting. Amount: 2,444. Description: royalties. Amount: 880. Description: taxes. Amount: 10. Description: education. Amount: 246. Description: paypal fees. Amount: 257. Total to form 990-ez, line 16: 19,335.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 154. End of year amount: 0. Description: other depreciable assets. Beg. Of year amount: 613. End of year amount: 3,041.

Raw XML Appendix190 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/PersonNm0CHARLES DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE ROMERO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIELLE ROSSETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAL THOMAS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAREE FLORENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR OF PUBLIC RELATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4GENERAL BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR OF DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ARTISTIC DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/OtherRevenueTotalAmt07
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE YOUTH FROM THE AGES OF 10 TO 20 YEARS WITH AN OPPORTUNITY TO TRAIN IN AND PRACTICE THE PERFORMING ARTS THROUGH THE FORMATION OF A GROUP WHO WILL TEACH AND PERFORM FOR SCHOOLS, CHURCHES, AND THE COMMUNITY.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt061658
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/WebsiteAddressTxt0WWW.TAKENOTETROUPE.ORG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 3,984. DESCRIPTION: OTHER EXPENSES. AMOUNT: 25,570. TOTAL TO FORM 990-EZ, LINE 14: 29,554.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: COSTUMES. AMOUNT: 2,512. DESCRIPTION: VENUE OFFICE AND MISC. AMOUNT: 374. DESCRIPTION: ADVERTISING. AMOUNT: 5,069. DESCRIPTION: EQUIPMENT COSTS. AMOUNT: 2,706. DESCRIPTION: PROPS. AMOUNT: 1,750. DESCRIPTION: SUPPLIES. AMOUNT: 798. DESCRIPTION: LICENSE AND FEES. AMOUNT: 524. DESCRIPTION: INSURANCE. AMOUNT: 1,765. DESCRIPTION: LEGAL AND ACCOUNTING. AMOUNT: 2,444. DESCRIPTION: ROYALTIES. AMOUNT: 880. DESCRIPTION: TAXES. AMOUNT: 10. DESCRIPTION: EDUCATION. AMOUNT: 246. DESCRIPTION: PAYPAL FEES. AMOUNT: 257. TOTAL TO FORM 990-EZ, LINE 16: 19,335.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 154. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 613. END OF YEAR AMOUNT: 3,041.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/PersonNm0MCKAY FLORENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIR FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09166528888
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAKE NOTE TROUPE INC
ReturnHeader/Filer/BusinessNameControlTxt0TAKE
ReturnHeader/Filer/EIN0201651216
ReturnHeader/Filer/PhoneNum09167865866
ReturnHeader/Filer/USAddress/AddressLine1Txt05180 COVENANT CT
ReturnHeader/Filer/USAddress/CityNm0LOOMIS
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ReturnHeader/FilingSecurityInformation/IPTm015:43:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0925 HIGHLAND POINTE DR SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956785423
ReturnHeader/PreparerPersonGrp/PhoneNum09167847800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE W STEPHENSON
ReturnHeader/ReturnTs02018-09-20T19:06:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.03$1.57$2.12$2.20$0.08
2023Summary only. Only limited summary data is available for this year.$1.67$0.02$1.65$2.42$2.00$0.43
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.10$1.22$0.95$1.00$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.03$0.58$0.45
2020Summary only. Only limited summary data is available for this year.$0.86$0.04$0.65$0.67$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.35$0.84$1.33$1.25$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$1.56$1.05$0.51
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.68$0.85$0.17
2017Summary only. Only limited summary data is available for this year.$0.24$0.00$0.68$0.85$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.63$0.58$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.62$0.60$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.04$0.34$0.59$0.45$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.20$0.56$0.51$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.15$0.36$0.31$0.04
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$0.31$0.24$0.07