Hermosa Elementary PTA

990EZ • Fiscal year 2023 • EIN 33-0063242

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 14, 2023

Organization Profile N/A

10133 Wilson AveRancho Cucamonga, CA 91737

(626) 833-8318

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$47,435

Flat from 2023

Net Assets

Flat

$47,735

Flat from 2023

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$62,368

Flat from 2023

Expenses

Flat

$64,147

Flat from 2023

Net Income

Flat

-$1,779

Flat from 2023

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2023

Assets$47,435

Liabilities-

Net Assets$47,735

Open 2023 Filing

Operations Trend

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

Highlighted filing

2023

Revenue$62,368

Expenses$64,147

Net Income-$1,779

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2022 to Jun 30, 2023
Signed: Sep 14, 2023
Return Version: 2022v5.0
Gross Receipts: $63,903

Mission and Program Overview

Mission

Support the educational programs of hermosa elementary school.

Program Services

Description	Grants	Expenses
FUNDRAISING, GIFT TO SCHOOL, VARIOUS PROGRAMS AND HOSPITALITY PROGRAMS.	-	-

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
ANDREA UNDERWOOD	President	PT	$0	-	-
HEIDI FRIDOLFSSON	Treasurer	PT	$0	-	-
HALEY PROTACIO	Reflections	-	$0	-	-
CAMERON ANDREASEN	Ways And Means	-	$0	-	-
VINCENT GUERRERA	Programs	-	$0	-	-
SARAH HARDEN	Membership	-	$0	-	-
FAYE FEMISTER	Recording Secretary	-	$0	-	-
FABIOLA DURHAM	Historian	-	$0	-	-
CRISTINA RODRIGUEZ	Volunteer Coordinato	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Hermosa Elementary Pta
EIN: 33-0063242
Phone: 6268338318
Address: 10133 WILSON AVE, RANCHO CUCAMONGA, CA 91737

Signing Officer

Name: Melissa Perez
Title: Treasurer
Phone: 6268338318
Signed: 2023-09-14
Discuss with paid preparer: No

Preparer

Firm: Hrb Tax Group Inc
Address: 1301 MAIN ST STE 102C, KANSAS CITY, MO 64105
Preparer: Shirley Lazarte
Phone: 8004725625

Supplemental Narrative

Additional Explanations

PART 1 line 16

“Assemblies $4000; book fair $7366; carnival fun day $6384; family dance $373; honorary service award $582;hospitality assenblies $90; convention $1358; reflections incluede tshirt $1168; spirti clothing $1603; hospitality 6th grade $560;misc exp $912; trunk or treat $506;walk to school $221; red ribbon $218; membership supplies $325; hosp staff appreciation $830; hosp refreshment $1066; howl store $2358; winter wonderland $5939; gen operating exp $329;meb not belonging to unit $179; friendship grams 5; gift to school $25739; hospitality expense $60;kindergarden photos $62; paypal charges $64; bank charges nsf $150; bank charger$43; assoc fee $100; historian exp $28”

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	REFLECTIONS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	PROGRAMS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	VOLUNTEER COORDINATO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	ASSEMBLIES $4000; BOOK FAIR $7366; CARNIVAL FUN DAY $6384; FAMILY DANCE $373; HONORARY SERVICE AWARD $582;HOSPITALITY ASSENBLIES $90; CONVENTION $1358; REFLECTIONS INCLUEDE TSHIRT $1168; SPIRTI CLOTHING $1603; HOSPITALITY 6TH GRADE $560;MISC EXP $912; TRUNK OR TREAT $506;WALK TO SCHOOL $221; RED RIBBON $218; MEMBERSHIP SUPPLIES $325; HOSP STAFF APPRECIATION $830; HOSP REFRESHMENT $1066; HOWL STORE $2358; WINTER WONDERLAND $5939; GEN OPERATING EXP $329;MEB NOT BELONGING TO UNIT $179; FRIENDSHIP GRAMS 5; GIFT TO SCHOOL $25739; HOSPITALITY EXPENSE $60;KINDERGARDEN PHOTOS $62; PAYPAL CHARGES $64; BANK CHARGES NSF $150; BANK CHARGER$43; ASSOC FEE $100; HISTORIAN EXP $28
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Shirley Lazarte
ReturnHeader/ReturnTs	0	2023-09-25T18:19:43Z
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ReturnHeader/TaxPeriodBeginDt	0	2022-07-01
ReturnHeader/TaxPeriodEndDt	0	2023-06-30
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $47,435
Liabilities: -
Net assets: $47,735
Revenue: $62,368
Expenses: $64,147
Net income: -$1,779

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$32.0		$32.0	$47.4	$63.0	$15.7
2024Detailed filing. Detailed filing data is available for this year.	$47.7		$47.7	$72.3	$72.3	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$47.4		$47.7	$62.4	$64.1	$1.78
2023Detailed filing. Detailed filing data is available for this year.	$47.4		$47.7	$62.4	$64.1	$1.78
2022Detailed filing. Detailed filing data is available for this year.	$25.4		$46.6	$63.0	$19.0	$44.0