Civic Intelligence

PTA Ca Congress of Parents Teachers and Students

990EZ • Fiscal year 2018 • EIN 20-3031461

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 18, 2019

10401 Vista DriveCupertino, CA 95014

(408) 255-7500

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

48th percentile

2.2%

Higher net margin than 48% 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

49th percentile

1.1%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Up

$93,264

Up $989 (+1.1%) from 2017

Net Assets

$93,264

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$53,009

Down $23,283 (-31%) from 2017

Expenses

Up

$51,819

Up $8,911 (+21%) from 2017

Net Income

Down

$1,190

Down $32,194 (-96%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $50,089Liabilities 2012: $0Net Assets 2012: $50,0892012Assets 2013: $42,601Liabilities 2013: $02013Assets 2014: $45,705Liabilities 2014: $0Net Assets 2014: $45,7052014Assets 2015: $58,172Liabilities 2015: $02015Assets 2016: $58,891Liabilities 2016: $02016Assets 2017: $92,275Liabilities 2017: $02017Assets 2018: $93,264Net Assets 2018: $93,2642018Assets 2019: $62,542Net Assets 2019: $62,5422019Assets 2020: $86,315Net Assets 2020: $86,3152020Assets 2021: $67,712Net Assets 2021: $67,7122021Assets 2022: $49,563Net Assets 2022: $49,5632022Assets 2023: $33,575Liabilities 2023: $51Net Assets 2023: $33,5242023Assets 2024: $80,767Liabilities 2024: $02024Assets 2025: $88,760Net Assets 2025: $88,7602025

Highlighted filing

2018

Assets$93,264
Liabilities-
Net Assets$93,264

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $66,567Expenses 2012: $55,005Net Income 2012: $11,5622012Revenue 2013: $64,167Expenses 2013: $71,655Net Income 2013: -$7,4882013Revenue 2014: $58,245Expenses 2014: $55,141Net Income 2014: $3,1042014Revenue 2015: $60,671Expenses 2015: $48,204Net Income 2015: $12,4672015Revenue 2016: $65,336Expenses 2016: $64,617Net Income 2016: $7192016Revenue 2017: $76,292Expenses 2017: $42,908Net Income 2017: $33,3842017Revenue 2018: $53,009Expenses 2018: $51,819Net Income 2018: $1,1902018Revenue 2019: $64,840Expenses 2019: $95,562Net Income 2019: -$30,7222019Revenue 2020: $73,695Expenses 2020: $49,922Net Income 2020: $23,7732020Revenue 2021: $64,328Expenses 2021: $82,847Net Income 2021: -$18,5192021Revenue 2022: $35,352Expenses 2022: $53,530Net Income 2022: -$18,1782022Revenue 2023: $43,228Expenses 2023: $59,267Net Income 2023: -$16,0392023Revenue 2024: $106,121Expenses 2024: $58,878Net Income 2024: $47,2432024Revenue 2025: $82,673Expenses 2025: $74,680Net Income 2025: $7,9932025

Highlighted filing

2018

Revenue$53,009
Expenses$51,819
Net Income$1,190
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 18, 2019
Return Version
2017v2.3
Gross Receipts
$53,009
Mission and Program Overview

Mission

To provide grants for student activities and parent involvement.

Program Services

DescriptionGrantsExpenses
TO PROVIDE GRANTS FOR STUDENT ACTIVITIES AND PARENT INVOLVEMENT.-$42,819
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHANCHAL SAHAIPresidentPT$0--
SOPHIA CHANExecutive VPPT$0--
HUA ZHONGSecretaryPT$0--
ALAN KONDOTreasurerPT$0--
JENNIFER SHEARINVP MembershipPT$0--
ALYSON ZERAVP Volunteer ServicePT$0--
ANNA WEBERAuditorPT$0--
VASANTHA CHINTALAParliamentarianPT$0--
RUTH LIONGHistorianPT$0--
Filing and Contact Details

Filer

Filer Name
Lawson Middle School Pta
EIN
20-3031461
Phone
4082557500
Address
10401 VISTA DRIVE, Cupertino, CA 95014

Signing Officer

Name
Alan Kondo
Title
Treasurer
Phone
4082557500
Signed
2019-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
CUPERTINO BLOCK ADVISORS, CUPERTINO, CA 95014
Preparer
Luz Chow
Phone
4082538871
Supplemental Narrative

Additional Explanations

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

SEE STATEMENT 1

Assemblies

500

Board Expenses

868

Ceef Basket

250

Council Scholarships

100

Dance Food

789

End of Year Field Trip

3,995

Family and Social Nights

3,345

Graduation Support

8,493

Honorary Service

642

Hospitality

3,402

Library

2,606

Membership Remittance

2,122

Reflections

268

Safety, Health and Emergency Supplies

1,219

School Grant

14,676

Student Programs Support

4,084

Tax Preparation Expense

250

Web Program Sponsorship

1,210

Yosemite Support

3,000

Total Other Expenses

$51,819

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

Petty cash withdrawn -$201

Raw XML Appendix202 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/PersonNm0ALAN KONDO
IRS990EZ/BooksInCareOfDetail/PhoneNum04082557500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010401 VISTA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cupertino
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092275
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt093264
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034796
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01190
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092275
IRS990EZ/Form990TotalAssetsGrp/EOYAmt093264
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt053009
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06153
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092275
IRS990EZ/NetAssetsOrFundBalancesEOYAmt093264
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092275
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt093264
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt715.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt815.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHANCHAL SAHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SOPHIA CHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HUA ZHONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALAN KONDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER SHEARIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALYSON ZERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANNA WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VASANTHA CHINTALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RUTH LIONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP VOLUNTEER SERVICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-201
IRS990EZ/OtherExpensesTotalAmt051819
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GRANTS FOR STUDENT ACTIVITIES AND PARENT INVOLVEMENT.
IRS990EZ/ProgramServiceRevenueAmt012060
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GRANTS FOR STUDENT ACTIVITIES AND PARENT INVOLVEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042819
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051819
IRS990EZ/TotalProgramServiceExpensesAmt042819
IRS990EZ/TotalRevenueAmt053009
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAWSONPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt064794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt047009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0256505
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt012060
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt011498
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt011109
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt09659
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt09267
IRS990ScheduleA/OtherIncome509Grp/TotalAmt053593
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82720
IRS990ScheduleA/PublicSupportPY509Pct00.83600
IRS990ScheduleA/PublicSupportTotal509Amt0256505
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040949
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064794
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054227
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049526
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047009
IRS990ScheduleA/Total509Grp/TotalAmt0256505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056276
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0310098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE STATEMENT 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt63,995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt73,345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt88,493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt103,402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt112,606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt122,122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt141,219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1514,676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt164,084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt181,210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt193,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20$51,819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21PETTY CASH WITHDRAWN -$201
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1ASSEMBLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2BOARD EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEEF BASKET
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4COUNCIL SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5DANCE FOOD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6END OF YEAR FIELD TRIP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FAMILY AND SOCIAL NIGHTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8GRADUATION SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9HONORARY SERVICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10HOSPITALITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11LIBRARY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12MEMBERSHIP REMITTANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13REFLECTIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14SAFETY, HEALTH AND EMERGENCY SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15SCHOOL GRANT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16STUDENT PROGRAMS SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17TAX PREPARATION EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18WEB PROGRAM SPONSORSHIP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19YOSEMITE SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20TOTAL OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21FORM 990-EZ, PART I, LINE 20, OTHER CHANGES IN NET ASSETS OR FUND BALANCES
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN KONDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04082557500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAWSON MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAWS
ReturnHeader/Filer/EIN0203031461
ReturnHeader/Filer/PhoneNum04082557500
ReturnHeader/Filer/USAddress/AddressLine1Txt010401 VISTA DRIVE
ReturnHeader/Filer/USAddress/CityNm0Cupertino
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095014
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06D73AE29EC71E62A1BC2C88E450376BE60FF57D6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06D73AE29EC71E62A1BC2C88E450376BE60FF57D6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId077530020182982409543
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.6.102.245
ReturnHeader/FilingSecurityInformation/IPDt02019-04-24
ReturnHeader/FilingSecurityInformation/IPTm012:00:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0CUPERTINO BLOCK ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CUPERTINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095014
ReturnHeader/PreparerPersonGrp/PhoneNum04082538871
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Luz Chow
ReturnHeader/ReturnTs02019-04-18T22:15:33Z
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.$0.89$0.89$0.83$0.75$0.08
2024Summary only. Only limited summary data is available for this year.$0.81$0.00$1.06$0.59$0.47
2023Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.43$0.59$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.50$0.35$0.54$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.68$0.64$0.83$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.74$0.50$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.63$0.65$0.96$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.53$0.52$0.01
2017Summary only. Only limited summary data is available for this year.$0.92$0.00$0.76$0.43$0.33
2016Summary only. Only limited summary data is available for this year.$0.59$0.00$0.65$0.65$0.01
2015Summary only. Only limited summary data is available for this year.$0.58$0.00$0.61$0.48$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.58$0.55$0.03
2013Summary only. Only limited summary data is available for this year.$0.43$0.00$0.64$0.72$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.67$0.55$0.12