Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990EZ • Fiscal year 2022 • EIN 20-5947705

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 18, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

86th percentile

61%

Faster asset growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

59%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$231,536

Up $87,517 (+61%) from 2021

Net Assets

Up

$231,536

Up $87,517 (+61%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Up

$182,807

Up $67,778 (+59%) from 2021

Expenses

Up

$95,290

Up $10,533 (+12%) from 2021

Net Income

Up

$87,517

Up $57,245 (+189%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2022

Assets$231,536
Liabilities-
Net Assets$231,536
Open 2022 Filing

Operations Trend

Revenue Growth76th 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

2022

Revenue$182,807
Expenses$95,290
Net Income$87,517
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 18, 2023
Return Version
2021v4.1
Gross Receipts
$182,807
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 classroom curriculum programs and supplies.-$51,447
Financial support of Barnard Elementary school with field trips, extra-curricular activities and enrichment programs.-$14,407
Financial support of Barnard Elementary school with classroom chinese language teaching aides and interns.-$7,641
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Love ZubillerVice PresidentPT$0--
Greg AugustynPresidentPT$0--
Gisa DangSecretary-$0--
Yvonne KennistonTreasurerPT$0--
Zach BurtonParliamentarian-$0--
Kevin DoyleHistorian-$0--
Grace YuAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$46,486$46,486-$46,486
Total Events$46,486$46,486-$46,486
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
Yvonne Kenniston
Title
Treasurer
Signed
2023-01-18
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.1002

“Office Expenses $307”

Other Expenses.1012

“Insurance $258”

Other Expenses.1

“Curriculum Exp $51447”

Other Expenses.2

“Other Program Exp $21607”

Other Expenses.3

“Teachers and Aides $7641”

Other Expenses.4

“Chinese New Year $6065”

Other Expenses.5

“Community Outreach Exp $4186”

Other Expenses.6

“Jog-a-thon $2152”

Other Expenses.7

“Subscriptions $353”

Other Expenses.8

“Bank Service Charges $110”

Other Expenses.9

“Yearbook $49”

Raw XML Appendix207 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/PersonNm0Yvonne Kenniston
IRS990EZ/BooksInCareOfDetail/PhoneNum08588005700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02445 Fogg St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0144019
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0231536
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0129199
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt087517
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01115
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0144019
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0231536
IRS990EZ/FundraisingGrossIncomeAmt046486
IRS990EZ/GrossReceiptsAmt0182807
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0303
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0144019
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0231536
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0144019
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0231536
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Love Zubiller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Greg Augustyn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gisa Dang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Yvonne Kenniston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Zach Burton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kevin Doyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Grace Yu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Auditor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt094175
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To positively impact the lives of the children and families of Barnard Elementary.
IRS990EZ/ProgramServiceRevenueAmt06819
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Financial support of Barnard Elementary school with classroom chinese language teaching aides and interns.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Financial support of Barnard Elementary school with classroom curriculum programs and supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Financial support of Barnard Elementary school with field trips, extra-curricular activities and enrichment programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07641
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt151447
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214407
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt046486
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt095290
IRS990EZ/TotalProgramServiceExpensesAmt073495
IRS990EZ/TotalRevenueAmt0182807
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0barnardfriendsandfamily.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0182504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0115758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0215707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0186793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0194039
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0894801
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0303
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0266
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0362
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0968
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0266
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0968
IRS990ScheduleA/InvestmentIncomeCYPct00.00110
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0894801
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0182504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0115758
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0215707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0186793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0194039
IRS990ScheduleA/Total509Grp/TotalAmt0894801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0182807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0116024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0216069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0186811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0194058
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0895769
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046486
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046486
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046486
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046486
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Curriculum Exp $51447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other Program Exp $21607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teachers and Aides $7641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Chinese New Year $6065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Community Outreach Exp $4186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Jog-a-thon $2152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Subscriptions $353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Service Charges $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Yearbook $49
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Yvonne Kenniston
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-18
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/ReturnTs02023-01-18T14:02:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Yvonne
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kenniston
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$231,536
Liabilities
-
Net assets
$231,536
Revenue
$182,807
Expenses
$95,290
Net income
$87,517
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