Civic Intelligence

Hermosa Elementary PTA

990EZ • Fiscal year 2023 • EIN 33-0063242

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

Organization ProfileN/A
10133 Wilson AveRancho Cucamonga, CA 91737

(626) 833-8318

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$47,435

Up $22,065 (+87%) from 2022

Net Assets

Up

$47,735

Up $1,157 (+2.5%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$62,368

Down $680 (-1.1%) from 2022

Expenses

Up

$64,147

Up $45,135 (+237%) from 2022

Net Income

Down

-$1,779

Down $45,815 (-104%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2022: $25,370Net Assets 2022: $46,5782022Assets 2023: $47,435Net Assets 2023: $47,7352023Assets 2024: $47,713Net Assets 2024: $47,7132024Assets 2025: $32,023Net Assets 2025: $32,0232025

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.

$100K$50K$0-$50KRevenue 2022: $63,048Expenses 2022: $19,012Net Income 2022: $44,0362022Revenue 2023: $62,368Expenses 2023: $64,147Net Income 2023: -$1,7792023Revenue 2024: $72,306Expenses 2024: $72,328Net Income 2024: -$222024Revenue 2025: $47,351Expenses 2025: $63,041Net Income 2025: -$15,6902025

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

DescriptionGrantsExpenses
FUNDRAISING, GIFT TO SCHOOL, VARIOUS PROGRAMS AND HOSPITALITY PROGRAMS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA UNDERWOODPresidentPT$0--
HEIDI FRIDOLFSSONFinancial SecretaryPT$0--
HALEY PROTACIOReflections-$0--
SARAH HARDENMembership-$0--
FAYE FEMISTERSecretary-$0--
FABIOLA DURHAMHistorian-$0--
CRISTINA RODRIGUEZAuditor-$0--
AMY NEWTONHospitality-$0--
RINI AZARVolunteer Coordinato-$0--
KALINA EDWARDSVice President-$0--
DENISSA LANEParlimentarian-$0--
MICHELLE BUTTCommunications-$0--
BRIANNA HADDADRoom Parent Coordina-$0--
MEL PEREZTreasurer-$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
Heidi Fridolfsson
Title
Financial Secretary
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/TitleTxt0PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ASSEMBLIES $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/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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 SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2022Detailed filing. Detailed filing data is available for this year.$25.4$46.6$63.0$19.0$44.0