Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990EZ • Fiscal year 2016 • EIN 20-5947705

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 12, 2016

Organization Profilebarnardfriendsandfamily.org
2445 Fogg StSan Diego, CA 92109

(858) 800-5700

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

94th percentile

156%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

111%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$84,792

Up $51,726 (+156%) from 2015

Net Assets

$84,792

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$149,885

Up $78,729 (+111%) from 2015

Expenses

Up

$99,603

Up $34,329 (+53%) from 2015

Net Income

Up

$50,282

Up $44,400 (+755%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$300K$200K$100K$0Assets 2014: $27,184Liabilities 2014: $02014Assets 2015: $33,066Liabilities 2015: $02015Assets 2016: $84,792Net Assets 2016: $84,7922016Assets 2017: $118,815Net Assets 2017: $118,8152017Assets 2018: $127,973Net Assets 2018: $127,9732018Assets 2019: $70,283Liabilities 2019: $02019Assets 2020: $113,747Liabilities 2020: $0Net Assets 2020: $113,7472020Assets 2021: $144,019Net Assets 2021: $144,0192021Assets 2022: $231,536Net Assets 2022: $231,5362022Assets 2023: $236,377Liabilities 2023: $0Net Assets 2023: $236,3772023Assets 2025: $269,424Liabilities 2025: $0Net Assets 2025: $269,4242025

Highlighted filing

2016

Assets$84,792
Liabilities-
Net Assets$84,792
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $44,403Expenses 2014: $35,751Net Income 2014: $8,6522014Revenue 2015: $71,156Expenses 2015: $65,274Net Income 2015: $5,8822015Revenue 2016: $149,885Expenses 2016: $99,603Net Income 2016: $50,2822016Revenue 2017: $180,615Expenses 2017: $146,572Net Income 2017: $34,0432017Revenue 2018: $180,908Expenses 2018: $171,750Net Income 2018: $9,1582018Revenue 2019: $170,067Expenses 2019: $227,757Net Income 2019: -$57,6902019Revenue 2020: $204,389Expenses 2020: $160,925Net Income 2020: $43,4642020Revenue 2021: $115,029Expenses 2021: $84,757Net Income 2021: $30,2722021Revenue 2022: $182,807Expenses 2022: $95,290Net Income 2022: $87,5172022Revenue 2023: $208,678Expenses 2023: $203,837Net Income 2023: $4,8412023Revenue 2025: $237,009Expenses 2025: $180,609Net Income 2025: $56,4002025

Highlighted filing

2016

Revenue$149,885
Expenses$99,603
Net Income$50,282
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 12, 2016
Return Version
2015v2.0
Gross Receipts
$166,161
Mission and Program Overview

Mission

To positively impact the lives of the children and families of Barnard Elementary.

Program Services

DescriptionGrantsExpenses
Financial support of Barnard Elementary school with: classrom programs and supplies; filed trips; classroom aides and interns; and extra-curricular activites and enrichment programs.$92,925-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eduardo FranquiTreasurerPT$0--
Mahogany TaylorPresidentPT$0--
Bridgette AndersonVice PresidentPT$0--
Ana LopezSecretary-$0--
Love ZubillerHistorianPT$0--
Barbara Wu HeymanParlimentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$35,252$35,252-$35,252
Auction$30,003$30,003-$30,003
Total Events$65,255$65,255$13,733$51,522
Filing and Contact Details

Filer

Filer Name
Barnard PTA
EIN
20-5947705
Phone
8588005700
Address
2445 Fogg St, San Diego, CA 92109

Signing Officer

Name
Eduardo Franqui
Title
Treasurer
Signed
2016-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Gd Financial Services Inc
Address
13400 SABRE SPRINGS PKWY 175, SAN DIEGO, CA 92128
Preparer
Joseph LeBlanc EA CFP
Phone
8586680776
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $984”

Other Expenses.1012

“Insurance $216”

Other Expenses.1

“Teachers and Aides $32508”

Other Expenses.2

“Curriculum Exp $19014”

Other Expenses.3

“PD Day Programs $12338”

Other Expenses.4

“Field Trips $6665”

Other Expenses.5

“Community Outreach Exp $6510”

Other Expenses.6

“Bank Service Charges $4118”

Other Expenses.7

“Other Program Exp $3746”

Other Expenses.8

“Yearbook $3632”

Other Expenses.9

“Chinese New Year $3010”

Other Expenses.10

“Book Fair $2616”

Other Expenses.11

“Uniforms $2007”

Other Expenses.13

“3rd Party Testing (Chinese) $880”

Other Expenses.14

“Ident-a-kid $240”

Other Expenses.15

“Subscriptions $50”

Other Expenses.16

“Miscellaneous $-210”

Raw XML Appendix206 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/PersonNm0Eduardo Franqui
IRS990EZ/BooksInCareOfDetail/PhoneNum08588005700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02445 Fogg St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034510
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084792
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt080553
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt050282
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0178
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034510
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084792
IRS990EZ/FundraisingGrossIncomeAmt065255
IRS990EZ/GrossReceiptsAmt0166161
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034510
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084792
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034510
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084792
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Eduardo Franqui
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mahogany Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bridgette Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ana Lopez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Love Zubiller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Barbara Wu Heyman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Parlimentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt098324
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To positively impact the lives of the children and families of Barnard Elementary.
IRS990EZ/PrintingPublicationsPostageAmt01101
IRS990EZ/ProgramServiceRevenueAmt020353
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Financial support of Barnard Elementary school with: classrom programs and supplies; filed trips; classroom aides and interns; and extra-curricular activites and enrichment programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt092925
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016276
IRS990EZ/SpecialEventsNetIncomeLossAmt048979
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt099603
IRS990EZ/TotalProgramServiceExpensesAmt092925
IRS990EZ/TotalRevenueAmt0149885
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0barnardfriendsandfamily.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0166161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt085666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt069521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0358476
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0358476
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0166161
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037128
IRS990ScheduleA/Total509Grp/TotalAmt0358476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0166161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037128
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0358476
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013733
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035252
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt030003
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035252
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt030003
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065255
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051522
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0163
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0366
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0529
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03160
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt010044
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teachers and Aides $32508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Curriculum Exp $19014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PD Day Programs $12338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Field Trips $6665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Community Outreach Exp $6510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Service Charges $4118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other Program Exp $3746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Yearbook $3632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Chinese New Year $3010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Book Fair $2616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Uniforms $2007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt133rd Party Testing (Chinese) $880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Ident-a-kid $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Subscriptions $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Miscellaneous $-210
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Eduardo Franqui
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barnard PTA
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0205947705
ReturnHeader/Filer/PhoneNum08588005700
ReturnHeader/Filer/USAddress/AddressLine1Txt02445 Fogg St
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GD FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013400 SABRE SPRINGS PKWY 175
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092128
ReturnHeader/PreparerPersonGrp/PhoneNum08586680776
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph LeBlanc EA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-12T12:36:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,792
Liabilities
-
Net assets
$84,792
Revenue
$149,885
Expenses
$99,603
Net income
$50,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.00$2.69$2.37$1.81$0.56
2023Summary only. Only limited summary data is available for this year.$2.36$0.00$2.36$2.09$2.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.32$2.32$1.83$0.95$0.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$1.44$1.15$0.85$0.30
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$2.04$1.61$0.43
2019Summary only. Only limited summary data is available for this year.$0.70$0.00$1.70$2.28$0.58
2018Detailed filing. Detailed filing data is available for this year.$1.28$1.28$1.81$1.72$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$1.19$1.81$1.47$0.34
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.85$1.50$1.00$0.50
2015Summary only. Only limited summary data is available for this year.$0.33$0.00$0.71$0.65$0.06
2014Summary only. Only limited summary data is available for this year.$0.27$0.00$0.44$0.36$0.09