Civic Intelligence

PTA Ca Congress of Parents Teachers & St La Costa Heights PTA

990EZ • Fiscal year 2025 • EIN 33-0169656

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 04, 2025

Organization ProfileN/A
3035 Levante StreetCarlsbad, CA 92009

(760) 944-4375

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

33rd percentile

-9.8%

Faster revenue growth than 33% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$159,771

Up $2,069 (+1.3%) from 2024

Net Assets

Up

$159,771

Up $2,069 (+1.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Down

$171,507

Down $18,714 (-9.8%) from 2024

Expenses

Down

$169,436

Down $27,689 (-14%) from 2024

Net Income

Up

$2,071

Up $8,975 (+130%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$200K$150K$100K$50K$0Assets 2015: $35,571Net Assets 2015: $35,5712015Assets 2016: $71,855Net Assets 2016: $71,8552016Assets 2017: $96,575Net Assets 2017: $96,5752017Assets 2018: $98,675Liabilities 2018: $0Net Assets 2018: $98,6752018Assets 2019: $116,530Liabilities 2019: $0Net Assets 2019: $116,5302019Assets 2020: $126,589Liabilities 2020: $0Net Assets 2020: $126,5892020Assets 2021: $138,517Net Assets 2021: $138,5172021Assets 2022: $159,036Liabilities 2022: $0Net Assets 2022: $159,0362022Assets 2023: $164,606Liabilities 2023: $0Net Assets 2023: $164,6062023Assets 2024: $157,702Liabilities 2024: $0Net Assets 2024: $157,7022024Assets 2025: $159,771Net Assets 2025: $159,7712025

Highlighted filing

2025

Assets$159,771
Liabilities-
Net Assets$159,771
Open 2025 Filing

Operations Trend

Revenue Growth33rd percentile

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

$200K$100K$0-$100KRevenue 2015: $152,063Expenses 2015: $132,519Net Income 2015: $19,5442015Revenue 2016: $174,378Expenses 2016: $138,094Net Income 2016: $36,2842016Revenue 2017: $168,523Expenses 2017: $143,803Net Income 2017: $24,7202017Revenue 2018: $182,347Expenses 2018: $180,247Net Income 2018: $2,1002018Revenue 2019: $188,552Expenses 2019: $170,697Net Income 2019: $17,8552019Revenue 2020: $189,312Expenses 2020: $179,253Net Income 2020: $10,0592020Revenue 2021: $157,073Expenses 2021: $145,145Net Income 2021: $11,9282021Revenue 2022: $183,750Expenses 2022: $163,231Net Income 2022: $20,5192022Revenue 2023: $195,733Expenses 2023: $190,163Net Income 2023: $5,5702023Revenue 2024: $190,221Expenses 2024: $197,125Net Income 2024: -$6,9042024Revenue 2025: $171,507Expenses 2025: $169,436Net Income 2025: $2,0712025

Highlighted filing

2025

Revenue$171,507
Expenses$169,436
Net Income$2,071
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$189,907
Mission and Program Overview

Mission

To provide funding for various programs available to the students of la costa heights as well as provide funding for grants & other monetary requests which support the school's curriculum and activities.

To provide funding for various programs available to the students of la costa heights as well as provide funding for grants and other monetary request which support the school's curriculum and activities.

Program Services

DescriptionGrantsExpenses
AMOUNTS DONATED TO EUSD FOR THOSE TEACHERS THAT PROVIDE LCH STUDENTS ENRICHMENT AND INSTRUCTIONAL SUPPORT-$110,000
AMOUNTS PAID TO FUND CLASSROOMS, ENRICHMENT SUPPLIES AND CONSUMABLES, MEDIA CENTER, MINI GRANTS. STUDY BUDDY PROGRAM, AND SELECTE PLAYGROUND EQUIPMENT AND SUPPLIES-$44,576
INCOME RECEIVED AND AMOUNTS PAID FOR SELECT SCHOOL EVENTS (INCLUDING FUNDRAISING EVENTS) LIKE FUND RUNS, FAMILY DANCE, MOVIE NIGHTS, CARNIVALS, ETC.-$25,231
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY ADAMSPresidentPT$0--
LLANA LEMBERGERExecutive VPPT$0--
LUCY BATISTARecording SecrePT$0--
MELISSA FORRESTTreasurerPT$0--
AMY KLINEFinancial SecrePT$0--
COURTNEY KENNEYVP ProgramsPT$0--
RENE DAVISVP Ways & MeansPT$0--
LAUREN NEWMARKVP CommunicatioPT$0--
KATY ZIENVP LegislationPT$0--
SARAH MCHUGHVP Health & WelPT$0--
ERIN DUNNAuditor-$0--
HEATHER CALVINHistorian-$0--
JESSICA FERNANDESCorresponding S-$0--
NICKI HOLTParlimentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fund Drive$99,908$99,908$2,307$97,601
Fun Run$74,022$74,022$6,241$67,781
Total Events$186,629$186,629$18,400$168,229
Filing and Contact Details

Filer

Filer Name
Pta CA Congress of Parents Teachers & St
EIN
33-0169656
Phone
7609444375
Address
3035 LEVANTE STREET, CARLSBAD, CA 92009

Signing Officer

Name
Janet Wennes
Title
CPA
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
JL Wennes CPAs Inc
Address
5855 Avenida Encinas Ste 146, Carlsbad, CA 92008
Preparer
Janet Wennes CPA
Phone
7609318181
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: ENCINITAS UNION SCHOOL DISTRICT | Donee's Address: 101 S RANCHO SANTA FE ROAD ENCINITAS CA 92024 | Cash Amount Given: $110000”

Other Expenses.1002

“Office Expenses $280”

Other Expenses.1012

“Insurance $288”

Other Expenses.1

“Classroom allocation $14660”

Other Expenses.2

“Field trip & bus transportatio $14224”

Other Expenses.3

“MINI GRANTS $11123”

Other Expenses.4

“Staff appreiciation $3121”

Other Expenses.5

“OPERATION EXPENSES $2057”

Other Expenses.6

“MEDIA CENTER $1523”

Other Expenses.7

“ASSEMBLIES $1473”

Other Expenses.8

“BIRTHDAY BOOKS $1459”

Other Expenses.9

“STAFF SHIRTS $1131”

Other Expenses.10

“PTA EVENTS $1051”

Other Expenses.11

“ENRICHMENT SUPPLIES $974”

Other Expenses.12

“PLAYGROUND EQUIP $935”

Other Expenses.13

“GARDEN $610”

Other Expenses.14

“MILEAGE CLUB $500”

Other Expenses.15

“SIXTH GRADE SIGNS $459”

Other Expenses.16

“LCH WELCOM SIGNS $405”

Other Expenses.17

“INCLUSION IN ACTION $305”

Other Expenses.18

“MATH 24 $279”

Other Expenses.19

“TURKEY TROT $165”

Other Expenses.20

“WELLNESS WEEK $157”

Other Expenses.21

“Communication expenses $114”

Other Expenses.22

“BACK TO SCHOOL EVENT $86”

Other Expenses.23

“BANK CHARGES $64”

Other Expenses.24

“REFLECTIONS $50”

Other Expenses.25

“KINDNESS WEEK $41”

Other Expenses.26

“KINDER SOCIAL $39”

Other Expenses.27

“RED RIBBON WEEK $30”

Raw XML Appendix264 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY ADAMS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LAUREN NEWMARK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ERIN DUNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HEATHER CALVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JESSICA FERNANDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13NICKI HOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP LEGISLATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP HEALTH & WEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12CORRESPONDING S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13PARLIMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2
IRS990EZ/OtherExpensesTotalAmt057603
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDING FOR VARIOUS PROGRAMS AVAILABLE TO THE STUDENTS OF LA COSTA HEIGHTS AS WELL AS PROVIDE FUNDING FOR GRANTS AND OTHER MONETARY REQUEST WHICH SUPPORT THE SCHOOL'S CURRICULUM AND ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AMOUNTS DONATED TO EUSD FOR THOSE TEACHERS THAT PROVIDE LCH STUDENTS ENRICHMENT AND INSTRUCTIONAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AMOUNTS PAID TO FUND CLASSROOMS, ENRICHMENT SUPPLIES AND CONSUMABLES, MEDIA CENTER, MINI GRANTS. STUDY BUDDY PROGRAM, AND SELECTE PLAYGROUND EQUIPMENT AND SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INCOME RECEIVED AND AMOUNTS PAID FOR SELECT SCHOOL EVENTS (INCLUDING FUNDRAISING EVENTS) LIKE FUND RUNS, FAMILY DANCE, MOVIE NIGHTS, CARNIVALS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt144576
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt225231
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018400
IRS990EZ/SpecialEventsNetIncomeLossAmt0171507
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0185028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0125534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0114779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt096982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0522323
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt085721
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ENCINITAS UNION SCHOOL DISTRICT | Donee's Address: 101 S RANCHO SANTA FE ROAD ENCINITAS CA 92024 | Cash Amount Given: $110000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM ALLOCATION $14660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIP & BUS TRANSPORTATIO $14224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MINI GRANTS $11123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STAFF APPREICIATION $3121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OPERATION EXPENSES $2057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEDIA CENTER $1523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ASSEMBLIES $1473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BIRTHDAY BOOKS $1459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STAFF SHIRTS $1131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PTA EVENTS $1051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ENRICHMENT SUPPLIES $974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PLAYGROUND EQUIP $935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15GARDEN $610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MILEAGE CLUB $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17SIXTH GRADE SIGNS $459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18LCH WELCOM SIGNS $405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19INCLUSION IN ACTION $305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20MATH 24 $279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21TURKEY TROT $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22WELLNESS WEEK $157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23COMMUNICATION EXPENSES $114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24BACK TO SCHOOL EVENT $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25BANK CHARGES $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26REFLECTIONS $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27KINDNESS WEEK $41
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28KINDER SOCIAL $39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29RED RIBBON WEEK $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.27
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANET WENNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA CONGRESS OF PARENTS TEACHERS & ST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LA COSTA HEIGHTS PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330169656
ReturnHeader/Filer/PhoneNum07609444375
ReturnHeader/Filer/USAddress/AddressLine1Txt03035 LEVANTE STREET
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271230569
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JL Wennes CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05855 Avenida Encinas Ste 146
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07609318181
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET WENNES CPA
ReturnHeader/ReturnTs02025-11-04T10:54:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,771
Liabilities
-
Net assets
$159,771
Revenue
$171,507
Expenses
$169,436
Net income
$2,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.60$1.60$1.72$1.69$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$1.90$1.97$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.96$1.90$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$1.84$1.63$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$1.39$1.57$1.45$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$1.89$1.79$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$1.89$1.71$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$1.82$1.80$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.97$1.69$1.44$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.72$1.74$1.38$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.36$1.52$1.33$0.20