Civic Intelligence

Pepper Tree Elementary School PTA

990EZ • Fiscal year 2021 • EIN 33-0413984

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 04, 2021

1045 W 18th StUpland, CA 91784

(909) 648-5843

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

9th percentile

-72%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$34,567

No earlier filing loaded for comparison.

Net Assets

$34,567

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$21,580

No earlier filing loaded for comparison.

Expenses

$37,125

No earlier filing loaded for comparison.

Net Income

-$15,545

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2021: $34,567Net Assets 2021: $34,5672021Assets 2022: $40,113Net Assets 2022: $40,1132022Assets 2023: $5,547Net Assets 2023: $5,5472023Assets 2024: $75,807Net Assets 2024: $75,8072024Assets 2025: $65,623Net Assets 2025: $65,6232025

Highlighted filing

2021

Assets$34,567
Liabilities-
Net Assets$34,567

Operations Trend

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

$100K$50K$0-$50KRevenue 2021: $21,580Expenses 2021: $37,125Net Income 2021: -$15,5452021Revenue 2022: $54,855Expenses 2022: $49,309Net Income 2022: $5,5462022Revenue 2023: $55,374Expenses 2023: $49,827Net Income 2023: $5,5472023Revenue 2024: $74,076Expenses 2024: $52,053Net Income 2024: $22,0232024Revenue 2025: $55,565Expenses 2025: $65,749Net Income 2025: -$10,1842025

Highlighted filing

2021

Revenue$21,580
Expenses$37,125
Net Income-$15,545
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 4, 2021
Return Version
2020v4.0
Gross Receipts
$22,503
Mission and Program Overview

Mission

To supplement the scholastic programs and worthwhile activities of the school.

Program Services

DescriptionGrantsExpenses
TO SUPPLEMENT THE SCHOLASTIC PROGRAMS AND WROTHWHILE ACTIVITIES OF THE SCHOOL.$286$36,875
PROVIDED VARIOUS STUDENT ACTIVITIES INCLUDING MAGIC SHOW, SCIENCE FAIR, ART DAY, FAMILY READING NIGHT, FAMILY NIGHT AND OTHERES. ALSO VARIOUS FUNDRAISING ACTIVITIES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAYLENE MAROTTEPresidentPT$0--
SIPI GARGTreasurer-$0--
MICHELLE O'HARAMembership C-$0--
RENE AVALOSExce Vice Pr-$0--
JENNY MARTINSecretary-$0--
JENNIFER CORMIERFinancial Se-$0--
MARK BOZEKAuditor-$0--
ROBIN ALLENExce Vice Pr-$0--
MONIKA REYESParlimentari-$0--
ANA TEODOROHistorian-$0--
Filing and Contact Details

Filer

Filer Name
Pepper Tree Elementary School Pta
EIN
33-0413984
Phone
9096485843
Address
1045 W 18TH ST, UPLAND, CA 91784

Signing Officer

Name
Sipi Garg
Title
Treasurer
Phone
9096485843
Signed
2021-11-04
Discuss with paid preparer
Yes

Preparer

Firm
G&s Accountancy Inc
Address
3200 E GUASTI RD STE 100, ONTARIO, CA 91761
Preparer
Ajit Singh Johal Ea
Phone
9092486608
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Franchise tax board refund 10 total 10

Form 990-ez, Part I, Line 16

Expenses franchise tax board 10 banking exp 15 charitable trust renewal 25 past president pin 28 red ribbon week 85 reflection 147 pta training expenses 150 money minder treasurer 159 insuracne 258 spelling bee fy 19-20 345 first day folders 374 family reading night 406 teacher appreciation 522 fall staff welcome gift 543 pbis banners 743 science fair 960 grade level folders 1,114 teacher supply -copy pape 1,228 kinder garden level prog 1,233 brain pop 2,500 walk throughts 2,762 grade level field trips 3,631 spring family night 3,858 online education programs 15,265 total 36,361

Form 990-ez, Part III

To supplement the scholastic programs and worthwhile activities of the school.

Form 990-ez, Part III, Line 31

To supplement the scholastic programs and wrothwhile activities of the school.

Raw XML Appendix180 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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CompensationExplanation/CompensationExplanationGrp/PersonNm3RENE AVALOS
CompensationExplanation/CompensationExplanationGrp/PersonNm4JENNY MARTIN
CompensationExplanation/CompensationExplanationGrp/PersonNm5JENNIFER CORMIER
CompensationExplanation/CompensationExplanationGrp/PersonNm6MARK BOZEK
CompensationExplanation/CompensationExplanationGrp/PersonNm7ROBIN ALLEN
CompensationExplanation/CompensationExplanationGrp/PersonNm8MONIKA REYES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAYLENE MAROTTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SIPI GARG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE O'HARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RENE AVALOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER CORMIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK BOZEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROBIN ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MONIKA REYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANA TEODORO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXCE VICE PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXCE VICE PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PARLIMENTARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036361
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPLEMENT THE SCHOLASTIC PROGRAMS AND WORTHWHILE ACTIVITIES OF THE SCHOOL.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO SUPPLEMENT THE SCHOLASTIC PROGRAMS AND WROTHWHILE ACTIVITIES OF THE SCHOOL.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036875
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt06387
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IRS990EZ/TotalRevenueAmt021580
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013606
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08897
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04215
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017824
IRS990ScheduleA/TotalSupportAmt017824
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FRANCHISE TAX BOARD REFUND 10 TOTAL 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FRANCHISE TAX BOARD 10 BANKING EXP 15 CHARITABLE TRUST RENEWAL 25 PAST PRESIDENT PIN 28 RED RIBBON WEEK 85 REFLECTION 147 PTA TRAINING EXPENSES 150 MONEY MINDER TREASURER 159 INSURACNE 258 SPELLING BEE FY 19-20 345 FIRST DAY FOLDERS 374 FAMILY READING NIGHT 406 TEACHER APPRECIATION 522 FALL STAFF WELCOME GIFT 543 PBIS BANNERS 743 SCIENCE FAIR 960 GRADE LEVEL FOLDERS 1,114 TEACHER SUPPLY -COPY PAPE 1,228 KINDER GARDEN LEVEL PROG 1,233 BRAIN POP 2,500 WALK THROUGHTS 2,762 GRADE LEVEL FIELD TRIPS 3,631 SPRING FAMILY NIGHT 3,858 ONLINE EDUCATION PROGRAMS 15,265 TOTAL 36,361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO SUPPLEMENT THE SCHOLASTIC PROGRAMS AND WORTHWHILE ACTIVITIES OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO SUPPLEMENT THE SCHOLASTIC PROGRAMS AND WROTHWHILE ACTIVITIES OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SIPI GARG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09096485843
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEPPER TREE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PEPP
ReturnHeader/Filer/EIN0330413984
ReturnHeader/Filer/PhoneNum09096485843
ReturnHeader/Filer/USAddress/AddressLine1Txt01045 W 18TH ST
ReturnHeader/Filer/USAddress/CityNm0UPLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091784
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823445951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0G&S ACCOUNTANCY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03200 E GUASTI RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONTARIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091761
ReturnHeader/PreparerPersonGrp/PhoneNum09092486608
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AJIT SINGH JOHAL EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-08T19:10:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIGITTE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAMES
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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