Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990EZ • Fiscal year 2018 • EIN 20-5947705

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 08, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

54th percentile

5.1%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% 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

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

49th percentile

0.2%

Faster revenue growth than 49% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$127,973

Up $9,158 (+7.7%) from 2017

Net Assets

Up

$127,973

Up $9,158 (+7.7%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Up

$180,908

Up $293 (+0.2%) from 2017

Expenses

Up

$171,750

Up $25,178 (+17%) from 2017

Net Income

Down

$9,158

Down $24,885 (-73%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2018

Assets$127,973
Liabilities-
Net Assets$127,973
Open 2018 Filing

Operations Trend

Revenue Growth49th 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

2018

Revenue$180,908
Expenses$171,750
Net Income$9,158
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 8, 2019
Return Version
2017v2.2
Gross Receipts
$194,058
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.$165,019-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eduardo FranquiPresidentPT$0--
Janis TanVice PresidentPT$0--
Lisa ChenSecretaryPT$0--
Roberto AlvarezHistorianPT$0--
Hillary McGonegleParliamentarianPT$0--
Barbara Wu HeymanControllerPT$0--
Scott MooreTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$32,603$32,603-$32,603
Auction$31,795$31,795-$31,795
Total Events$64,398$64,398$12,427$51,971
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
Scott Moore
Title
Treasurer
Signed
2019-02-08
Discuss with paid preparer
Yes

Preparer

Firm
PREMIER WEALTH ADVISORS Inc
Address
12531 High Bluff Drive 110, SAN DIEGO, CA 92130
Preparer
Joseph LeBlanc EA CFP
Phone
8586680776
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $348”

Other Expenses.1002

“Office Expenses $52”

Other Expenses.1012

“Insurance $228”

Other Expenses.1

“Teachers and Aides $90878”

Other Expenses.2

“Curriculum Exp $25649”

Other Expenses.3

“Community Outreach Exp $15972”

Other Expenses.4

“Field Trips $10584”

Other Expenses.5

“Chinese New Year $4452”

Other Expenses.6

“3rd Party Testing (Chinese) $4189”

Other Expenses.7

“Bank Service Charges $3523”

Other Expenses.8

“Campus Upgrades $3364”

Other Expenses.9

“Book Fair $2788”

Other Expenses.10

“Uniforms $2621”

Other Expenses.11

“Student Planner $2080”

Other Expenses.12

“Subscriptions $1700”

Other Expenses.13

“Other Program Exp $1073”

Other Expenses.14

“Peace Garden $1069”

Other Expenses.15

“Ident-a-kid $300”

Raw XML Appendix213 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/PersonNm0Scott Moore
IRS990EZ/BooksInCareOfDetail/PhoneNum08588005700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02445 Fogg St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0118815
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0127973
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt098397
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09158
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0880
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0118815
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0127973
IRS990EZ/FundraisingGrossIncomeAmt064773
IRS990EZ/GrossReceiptsAmt0194058
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0118815
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0127973
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0118815
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0127973
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt620.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Eduardo Franqui
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Janis Tan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Chen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Roberto Alvarez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Hillary McGonegle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Barbara Wu Heyman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Scott Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Controller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0170870
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To positively impact the lives of the children and families of Barnard Elementary.
IRS990EZ/ProgramServiceRevenueAmt030869
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/GrantsAndAllocationsAmt0165019
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013150
IRS990EZ/SpecialEventsNetIncomeLossAmt051623
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0171750
IRS990EZ/TotalProgramServiceExpensesAmt0165019
IRS990EZ/TotalRevenueAmt0180908
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0barnardfriendsandfamily.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0194039
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0191921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0166161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt085666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt069521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0707308
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt026
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0707308
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0194039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0191921
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0166161
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069521
IRS990ScheduleA/Total509Grp/TotalAmt0707308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0194058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0191928
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0166161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069521
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0707334
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012427
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt05227
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064398
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051971
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03644
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt03556
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt07200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teachers and Aides $90878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Curriculum Exp $25649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Community Outreach Exp $15972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Field Trips $10584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Chinese New Year $4452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt83rd Party Testing (Chinese) $4189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Service Charges $3523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Campus Upgrades $3364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Book Fair $2788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Uniforms $2621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Student Planner $2080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Subscriptions $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Other Program Exp $1073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Peace Garden $1069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Ident-a-kid $300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.15
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Moore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-08
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/PreparerFirmEIN0300657280
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PREMIER WEALTH ADVISORS Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012531 High Bluff Drive 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092130
ReturnHeader/PreparerPersonGrp/PhoneNum08586680776
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph LeBlanc EA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-08T11:38:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,973
Liabilities
-
Net assets
$127,973
Revenue
$180,908
Expenses
$171,750
Net income
$9,158
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